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.

St. James Investment Advisors applies a clearly defined, disciplined approach to Value Investing. Our investment philosophy reflects the teachings of Benjamin Graham and Warren Buffett. We define Value Investing as the process of buying assets for significantly less than the true “intrinsic” or business value to a rational purchaser. We steadfastly adhere to the time-tested principles of Value Investing, believing that attempting to keep pace with the market in all conditions leads to poor decisions and increases the likelihood of mistakes.

A consistent, sustainable investment process is vital to weathering all economic climates. Our philosophy is grounded in a resolute commitment to investing in high-quality businesses distinguished by their strong fundamentals, prudent management, and sustainable competitive advantages. We take a long-term, business-owner’s perspective, conducting rigorous due diligence on both the operational dynamics and leadership integrity of each company. In our view, these exceptional businesses are best positioned to compound value over time, offering the potential for attractive returns with a lower risk profile relative to the broader market.

Our value-oriented approach is exemplified by the St. James High Dividend Yield Portfolio, which is designed to identify and invest in equity securities that offer above-average, sustainable dividend yields and trade at meaningful discounts to our estimates of intrinsic value.

This information was provided by St. James Investment Advisors.

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.

Lazard Asset Management is a global investment advisory firm with a long and proven history of helping institutions, governments, and individuals achieve their financial goals. Lazard Asset Management now operates from 24 cities across 18 countries with a global staff of approximately 850. Our more than 300 investment professionals manage a wide range of global, regional, and country-specific strategies - both traditional and alternative - in listed equity and fixed income.

On-the-ground, global fundamental research is the foundation of our investment approach. Located in the United States, Europe, Asia, and the Middle East, our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors, and asset classes to arrive at unique insights.

We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital. To learn more visit us at lazardassetmanagement.com. 

Three Flagship Dividend-Focused Strategies 

Liberty One was founded by a small group of high-producing financial advisors who could not find what they were looking for in traditional mutual funds and ETFs.  Broad-based investment vehicles own hundreds, sometimes even thousands of underlying holdings which tend to behave like the broad market.  They were looking for a more precise style of management. Since they could not find it, they created it. 

We believe that every follower of Christ should at the very least be presented with the opportunity to invest his or her resources in a manner that is in alignment with and honors their faith values. The LightPoint™ Portfolios allow you to do just that.

LightPoint™ Portfolios are turn-key, faith-based investing strategies that allow advisors to offer values-aligned portfolios while they focus on serving their Christian clients.

Our Distinctives

• Experience – With over 25 years providing faith-based investing solutions, we are one of the most experienced firms in this growing niche.
• Objectivity – We are not tied to any proprietary funds, allowing us freedom to select from a wide range of funds and fund managers.
• Unique approach – Rather than simplistic screening methodologies, we use a robust, discernment-based approach that seeks to avoid harmful or unbiblical practices and seek out companies making a positive impact.
• Rigor & Discipline – Our highly trained and experienced investment committee follows a rigorous process for evaluating and monitoring funds in our portfolios – balancing our faith-based mandate with our fiduciary duty.

Find out more at www.lightpointportfoliosolutions.com!

This information was provided by LightPoint™ Portfolios.

Logan Capital Management, Inc. is a 100% privately-owned corporation formed in 1993 whose Founding Principals came together because of a common philosophy of growth investing. Logan's original investment strategies were mid-to-large Growth and Large Cap Growth. The firm carefully added strategies to balance the business, patiently growing into the healthy diversified investment management company. Today, Logan Capital has a mix of growth, value, international and fixed income strategies that serve our institutional clients and partners without any sacrifice of the high-quality personal service to which our clients have grown accustomed.