Formed in 1988, Moody Alrich Partners (MAP) is an SEC registered investment advisor that has provided investment strategies to sophisticated clients for 30 years. Owners of MAP provide a permanent source of capital that has been used for working capital and seed capital to numerous investment strategies. While each opportunity has its own unique attributes, every endeavor pursued creates shared incentives and alignment of interests behind a common vision of building a premier investment organization. Our entrepreneurial culture emphasizes teamwork and flexibility and a strong commitment to the highest ethical standards.

Eastern Shore Capital Management (ESCM) was established in 2012 as a division of Moody Aldrich Partners, LLC with significant ownership held by the investment team. Eastern Shore exploits a market phenomenon known as the Quality Anomaly which refers to the consistent mispricing of quality companies that leads to their outperformance over time. Eastern Shore recognizes that positive change within a company can be as powerful as persistent excellence, invests in leaders and future leaders that are undervalued due to the unappreciated duration of positive fundamentals or positive change identified by qualitative and empirical factors.

This information was provided by Moody Alrich Partners (MAP).

Fenimore invests in U.S. domiciled companies in the Small- and Mid-Cap space that meet our four core criteria:

Quality Business - understandable business model, growing cash profitability, defensible competitive advantages;
Strong Financials - significant free cash flow generations, high ROTA/ROIC/ROE, low leverage and high coverage ratios;
Proven Management - focused on value creation, astute capital allocation, honest, ethical and experienced;
Margin of Safety - balance sheet strength, long-term sustainable growth, discount to estimated intrinsic value.

Our focus on smaller companies provides more opportunities to take advantage of market inefficiencies and allows for better access to management. We employ a long-term, buy-and-monitor approach for potential market/intrinsic value gaps to close and for potential tax efficiency. Our portfolios are concentrated so we only focus on our best ideas and allow each stock’s performance to have a meaningful impact on returns.

We are value investors that see stocks as economic interests in actual companies — and high-quality businesses garner our attention. We believe that investing in financially durable, well-run businesses at the right price is the key to building real wealth over the long term. We view stocks as ownership stakes in a business rather than a means to speculate on geopolitical outcomes, macroeconomic dynamics, or money flows between capital markets.

This information was provided by Fenimore Asset Management.

Fiera Capital is a global multi-manager boutique headquartered in Montreal, Canada with approximately $116 billion in assets under management as of December 31, 2024 . The firm delivers customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary, and private wealth clients across North America, Europe, and key markets in Asia.

The comprehensive suite of U.S. Growth Equity strategies from the Fiera Apex team available at Orion combine rigorous bottom-up research with top-down thematic insights, focusing on identifying stable and emerging growth companies across various market capitalizations. The suite includes:
Small Cap Growth: Targeting high-potential companies within the Russell 2000 Growth Index.  
SMID Cap Growth: Investing in firms within the Russell 2500 Growth Index, poised for significant growth.

This information was provided by Fiera Capital.

Flexible Plan Investments (FPI) is a third-party active money manager offering risk-managed investment solutions designed for a wide range of investor goals. Since 1981, we’ve partnered with financial professionals to deliver portfolios that adapt to changing market conditions, using quantitative, rules-based methodologies grounded in decades of research and market experience.

Our quantitative investment approach centers on dynamically risk-managed strategies that seek to participate in market growth while mitigating downside exposure. These strategies include both tactical and strategic allocations, blending trend-following, momentum, and mean-reversion techniques, along with volatility management and alternative asset exposure when appropriate.
 
To learn more about how Flexible Plan Investments can support your practice and your clients, visit flexibleplan.com.

This information was provided by Flexible Plan Investments.
 

Focus Partners Advisor Solutions* is a TAMP and model portfolio strategist headquartered out of St. Louis, MO and has been serving financial advisors for approximately 30 years. Working with Orion Portfolio Solutions since 2016, Focus Partners is excited to offer seven target risk, multi-asset portfolios constructed with Focus Partners’ own family of mutual funds, the SA Funds. What makes Focus Partners’ strategies unique is their commitment to Evidence Driven Investing, an approach backed by 80 years of economic data on the efficiency of capital markets, the benefits of diversification, and the impact of investor behavior on investment success.
 
Additionally the SA Funds are mostly sub-advised by Dimensional Funds Advisors, pioneers in applying academic research to asset management. Focus Partners’ SA Fund portfolios, powered by Evidence Driven Investing, provides investors with diversified exposure to asset classes worldwide, captures specific dimensions of risk within each asset class, and seeks to enhance returns through prudent trading and cost management.  Finally, Focus Partners is dedicated to helping advisors access practice management expertise designed to help advisors be more productive in running their business while also delivering better outcomes for end clients.
 
*Note: Buckingham Strategic Partners rebranded to Focus Partners Advisor Solutions in January 2025.

This information was provided by Focus Partners Advisor Solutions.

At Franklin Templeton we offer our clients a gateway to investment excellence backed by a global organization and delivered through a consistent, coordinated client experience. We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. Today we are among the world’s largest asset managers with offices in major financial markets, serving clients in more than 150 countries, and managing nearly $1.6 trillion in assets*.


*AUM is in USD as of 31 December 2023 and has been restated to include proforma AUM from Putnam Investments at the same date. Franklin Templeton acquired Putnam Investments on 1 January 2024.

Frontier Asset Management, founded in 2000 and based in Sheridan, Wyoming, is an independent investment management firm known for its innovative approach to investing with a focus on managing downside risk. We serve as an outsourcing partner to financial advisors nationwide, offering risk-managed investment solutions designed to deliver a smoother investment experience with potentially better long-term outcomes for their clients.

At the heart of Frontier’s investment philosophy lies a dedication to managing risk at targeted levels while striving for corresponding returns. This is achieved through a distinctive, comprehensive approach that begins with a ‘Dynamic Downside Focus,’ aiming to maintain portfolio risk by proactively adjusting global asset allocations over the long term. Leveraging our independent fund research and proprietary optimizer, we then meticulously select and blend the most optimal mix of mutual funds and ETFs for each strategy considering forward-looking risks and opportunities in the market, a methodology we term ‘Fund Fusion.’

Frontier’s unique approach leads to tailored investment strategies that are the best representation of our core competencies of asset allocation and manager selection through a downside focused, multi-asset framework. Frontier’s portfolios are designed to deliver consistent returns, mitigate risk, and navigate different market conditions. At Orion we offer Core Strategies, Tax-Managed Strategies, and ETF Strategies.

This information was provided by Frontier Asset Management.

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.

Global X was founded in 2008. For more than 15 years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a range of ETF strategies. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives. Our ETF Model Portfolios are zero strategist fee, dynamic open architecture investment solutions that provide access to differentiated exposures, building upon our cornerstones of leadership in thematic investing, alternative income, and international access. Explore our ETFs, ETF Model Portfolios, research and insights, and more at www.globalxetfs.com.
 
Global X is a member of Mirae Asset Financial Group, a global leader in financial services. Mirae Asset has an extensive global ETF platform ranging across the US, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.

This information was provided by Global X.

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.