Rob O'Neil

Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time.

EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment.

Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks.

Acts as Open-End Investment Fund/Unit Trust

Birch Hill works with each client to establish their goals, objectives, risk tolerance and investment time horizon and devises a plan to structure a portfolio to meet their goals within the appropriate risk profile. The firm emphasizes on personal research conducted by individual investment managers and supplemented by internal and third-party analysis. They primary concentrate in large- and mid-cap stocks of US-based companies. Bonds are used in portfolios, as appropriate for each individual client, for current income, stability and diversification.

Provides financial services

Functions as a College/University

Operates as a membership organization for investment professionals

Functions as a College/University