Nia Impact Capital is a diverse-led, woman-owned asset manager investing in global opportunities at the intersection of social justice and environmental sustainability headquartered in Oakland, California. We have been a leader in impact investing since 2007 when Kristin Hull, Nia founder, established the first 100% impact invested foundation endowment.

Kristin founded Nia to make it easier to invest in what we view to be high impact solutions needed for people and planet. Nia’s flagship Global Solutions portfolio was initially launched in 2013 to bring concentrated impact portfolio investing into the public markets. Investment research is based on Nia’s six solutions-focused investment themes, first developed in 2012.

We weave a gender-lens and a commitment to racial equity throughout the investment process. We are conscious investors, empowering our clients to invest for the world they want to see. We are also activist investors, identifying what we consider "best-in-class" companies and engaging with each of our holdings to encourage them to be even better for our environment, their employees and communities.

Information provided by Nia Impact Capital.

Pacer ETFs is a 12-time award winning exchange traded fund provider that has been recognized for its client-focused philosophy. Pacer’s Strategy Driven ETFs® serve as tools to help investors navigate turbulent markets. Pacer utilizes a rules-based management approach to track the S&P, NASDAQ, FTSE Russell, and MSCI Indexes.

While starting yields across most fixed income sectors are now at their highest levels in over a decade, ongoing uncertainty about the path forward for the Fed and a potential economic recession have left many investors hesitant about their next move in the bond markets. PIMCO’s Fixed Income ETF Models, which are actively managed based on the firm’s forward-looking views, were specifically designed to help advisors address common client objectives in the current market environment. Click here to learn more about the Capital Preservation Model and Enhanced Core Model (available in Taxable and Tax-Aware versions) and the variety of ways that they may help you address clients’ needs.   

PIMCO Model Portfolios – Fixed Income ETF Brochure Q1 2023 

Company description: With public and private market capabilities across all asset classes, Principal Asset Management℠ and its specialist investment teams are focused on harnessing the potential of every opportunity to secure an advantage for its clients.
 
The 27th largest manager of worldwide institutional assets under management of 434 managers profile, Principal Asset Management applies local insights with global perspectives to identify compelling investment opportunities and deliver distinctive solutions aligned with client objectives.¹
 
Principal Asset Management is the global investment management business for Principal Financial Group® (Nasdaq: PFG), managing $554.3 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 12 consecutive years.²˒³
 
¹ Managers ranked by total worldwide institutional assets as of December 31, 2022. Pensions & Investments, “Largest Money Managers,” June 2023.
² Principal Asset Management AUM as of March 31, 2024.
³ Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2023.

This information provided by Principal Asset Management℠.

Redwood Investment Management brings innovative investment processes and techniques historically only available for large institutions and ultra-high net worth individuals to ALL individual investors via its RiskFirst® solutions. RiskFirst® solutions are built on the belief that by managing Risk First, investment success will follow. Redwood partners with financial advisors to deliver these innovative, RiskFirst® investment solutions through Redwood mutual funds, LeaderShares® ETFs, and Engineered Risk-Budgeted Model portfolios. Redwood is a dedicated investment ally for financial advisors seeking to achieve better outcomes for individual investors. 

River Road is a boutique institutional asset management firm located in Louisville, KY who employs a bottom-up, fundamentally driven investment approach called Absolute Value® which seeks to generate attractive, sustainable returns over the long term, with an emphasis on minimizing downside portfolio risk.

 

Help Clients Stay the Course Without Sacrificing Return Expectations

Since 1997, we’ve helped RIAs preserve and grow client wealth net of inflation by navigating macro risks.

Your clients depend on their portfolios to fund long-term goals or maintain their standard of living, and they need more than strong nominal returns—they need real returns for real life that have the potential to outpace inflation and preserve purchasing power.

A Macro Approach for a Changing Economy

Many asset managers shy away from macro investing—viewing it as too complex or short-term—but it’s our passion and focus.

Our Market Opportunity strategy begins with the big picture: a top-down approach allocating among equities, Treasuries, and precious metals to manage risk from government policy and market volatility.

Why RIAs Choose Robinson Value Management 

• Strengthen client trust during market volatility. When markets get turbulent, clients get anxious. Market Opportunity enables you to offer a risk-aware strategy that can help keep them invested, participating in equity exposures while not bearing the full brunt in the next bear market.
• Offer inflation-aware diversification beyond the 60/40. Move beyond traditional fixed income with a strategy that dynamically reallocates across stocks, Treasuries, and precious metals—introducing differentiated sources of risk designed to help reduce overall portfolio volatility and the impact of government intervention in the economy.
• Stand out with an uncommon offering. While most investment managers start with micro-level analysis and add a macro-overlay, we take the opposite approach. This gives you a unique story to tell and a powerful complement to traditional equity allocations.

This information was provided by Robinson Value Management.