Genter Capital Management was founded in 1968 for the express purpose of managing investments using the common stocks of large and medium capitalized corporations, government fixed income, and investment grade corporate and municipal fixed income. The firm is a Registered Investment Advisor under the Investment Advisors Act of 1940 and has been continuously and actively engaged in the investment management business since its inception. Genter Capital Management specializes in conservative fixed income, dividend income equity, and value-biased separate account strategies.

iM Global Partner is a worldwide network of dynamic investment boutiques. We partner with high-quality, independent asset management firms from around the world in order to deliver unique investment solutions to financial professionals and clients. iMGP and our Partner network offers access to a diverse range of investment solutions across asset classes and styles via separately managed accounts, mutual funds and ETFs, and model portfolios.

The iMGP Portfolio Strategies offer financial advisors access to globally diversified, risk-managed tactical portfolios that are based on iM Global Partner’s rigorous, independent research and disciplined investment process. We have designed a range of model portfolios and implementation options that allow advisors to align the appropriate portfolio with their client’s investment goals,  risk tolerance, and investment preferences—all in a simple turnkey solution.

Founded in 1977, GMO is a global investment manager committed to delivering superior performance and advice to our clients. Our sole business is investment management, and we are privately owned, which allows us to maintain a singular focus on achieving outstanding long-term investment outcomes. We currently manage about $60 billion of assets in partnership with a broad range of sophisticated clients, including leading endowments, foundations, corporate and public retirement plans, sovereign wealth funds, financial intermediaries, and philanthropic family offices.
 
Offering solutions across multi-asset class, equity, fixed income, and alternative strategies, we are grounded in a common philosophical belief that a long-term, valuation-based approach will maximize risk-adjusted returns. Known for our willingness to challenge the status quo and our creative approach to solving investment problems, we candidly share our market views and take bold, differentiated portfolio positions when conditions warrant them.

Founded in 1869, the Goldman Sachs Group (NYSE: GS) is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base. Goldman Sachs Asset Management is the primary investing area within Goldman Sachs, delivering investment and advisory services across public and private markets for the world’s leading institutions, financial advisors, and individuals. The business is driven by a focus on partnership and shared success with its clients, seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets. With over three decades of experience investing, Goldman Sachs Asset Management is a leading investor across fixed income, liquidity, equity, alternatives, and multi-asset solutions with offerings that span traditional and alternative investments.

This information was provided by Goldman Sachs.

Harding Loevner was founded in 1989 by David Loevner and Daniel Harding, former global investment managers for Rockefeller & Co. The firm focuses on managing global equity portfolios using a consistent investment process that combines in-depth company research with the analysis of industry competitive structures.

A well-credentialed, stable investment team, discipline, and a long-term perspective are critical to our success - but what sets us apart is our unique approach to research and decision-making. As bottom-up investors, we aim to invest in high-quality growth businesses at reasonable prices to provide superior risk-adjusted returns over the long term. To determine what constitutes a high-quality growth business, we research a company’s management, financial strength, and growth prospects and closely examine the industry in which it operates. Our analysis is guided by Michael Porter’s Five Forces, a framework designed to inform how well-positioned a company is relative to competitors, as well as the profit potential for the company.  

As for decision-making, a distinctive aspect of Harding Loevner’s process is our commitment to “collaboration without consensus,” which leverages group wisdom while preserving individual accountability. Through this process, we attempt to mitigate behavioral biases by encouraging transparent debate among researchers with different perspectives, which helps drive out compromise and eliminate consensus building.

Hilton’s mission is simple: help clients achieve their financial goals. We do this through our efforts to achieve excellent client service, responsible investment growth, provide transparency in our methods, and ensure accessibility for our clients. In short, we cultivate strong relationships with clients, many of whom have been with us for decades, and strive to keep their trust every day.

Our tailored investment strategies span various asset classes and objectives, meticulously crafted to meet the diverse needs of our individual and institutional investors. Our team boasts an average of over 25 years in financial markets. Guided by this wealth of experience, we strive to deliver attractive, risk-adjusted returns across market cycles. To learn more visit us at www.hiltoncm.com.

iSectors® is an independent ETF investment strategist, established in 2008, that provides advisors with a suite of proprietary asset allocation models using low cost, index-based exchange-traded funds (ETFs). iSectors® investment management services, along with the technological infrastructure and support staff of our platform partners, helps advisors optimize their business efficiencies, affording them more time to get to know their clients and develop new client relationships.

iSectors® strategies are rooted in our philosophy that asset allocation using passive indexes, rather than the selection of individual securities or market timing, is more beneficial in helping investors reach their financial goals. Our investment process seeks to maintain low overall investment costs using ETFs and technology provided by turnkey asset management platforms. The iSectors® strategies also allow transparency, liquidity, daily pricing, holdings, tax, and performance updates.

Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.

Our insights, investments, and service currently help shape the futures of millions of people and achieve our purpose of Investing in a brighter future together.

We draw on 90 years of experience of investing on behalf of clients and the human connection matters in all that we do. Teams across Janus Henderson come together every day to deliver outcomes for our clients – and their clients – that make a difference. We are proud of this responsibility as we fulfil our purpose of ‘investing in a brighter future together’.

For Financial Professionals in the US

KKM is a boutique investment solutions firm that offers distinct portfolio management solutions and provides risk mitigation solutions via research-based products utilizing dynamic stock selection, ETF model portfolio strategies, and bespoke option overlay programs. KKM’s investment solutions seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced investment solution while wealth advisors select to focus more time on their clients. KKM works with wealth advisors, financial institutions, and family offices globally. Our firm was founded by prominently recognized and respected CNBC Contributor Jeff Kilburg and is headquartered in Chicago, IL. KKM has served as a portfolio consultant to InCapital and Nuveen Investments. For more information, please email info@KKMfinancial.com.

This information was provided by KKM Financial.