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mngr

David M. Haviland

Lead Portfolio Manager

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Denis J. Rezendes, CFA

Partner, Portfolio Manager

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Brendan D. Ryan, CFA

Partner, Portfolio Manager

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“While traditional asset allocation strategies can be a foundational portion of a client portfolio, they are incomplete on their own. Our multi-asset, opportunistic solutions can serve as an alpha engine and volatility buffer to traditional asset allocation models.”
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Jerry C. Wagner, J.D.

Portfolio Manager

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Jason Teed, CFA

Portfolio Manager

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Tim Hanna

Portfolio Manager

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“Our goal is simple. We want to help investors reach their financial target. Using our actively managed strategies and strategic diversification, we aim to help protect against risk while seeking to take advantage of investment opportunities along the way.”
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Bruce P. DeLaurentis

Portfolio Manager

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“We use clearly defined quantitative decision models that strive to minimize subjectivity in the decision making process to generate steady, above-average positive returns with low volatility and downside protection.”
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Michael Price

Portfolio Manager

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Lee Haris

Portfolio Manager

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“We believe in a flexible investment approach with emphasis on capital preservation, while allowing our partners to adopt a less conservative posture and increase emphasis on capital appreciation when they believe the additional risk is warranted by favorable market conditions.”
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Ralph Doudera

Portfolio Manager

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“Our philosophy is to actively manage risk and provide variable exposure while capturing steady returns.”