Investments

Over the past 30 years, stocks were the best-performing asset class only a third of the time, leaving portfolios subject to large losses while missing out on other opportunities. PMV Capital Advisers provides adaptive exposure to stocks during periods of economic growth, bonds in a recession and commodities in times of inflation, while remaining diversified. Our goal is to achieve balanced performance throughout the economic cycle.

Russell Investments provides asset management and investment services to institutional and individual investors around the world. Russell Investments serves investors through a network of many of the top financial services organizations. Our clients range from small and mid-sized organizations to many of the world’s largest and most sophisticated investors responsible for hundreds of billions of dollars. Founded in 1936, Russell Investments is headquartered in Seattle, Washington.

Founded in 1978, Renaissance Investment Management is an SEC-registered investment advisor based in the Greater Cincinnati, Ohio area. The firm serves both institutional and high-net-worth clients and offers a variety of investment management strategies based upon a foundation of intensive research and disciplined, process-oriented decision-making. The firm serves clients both directly and through financial intermediaries.

Invesco is one of the world’s leading independent global investment firms, solely focused on investment management. The firm directs all of its intellectual capital, global strength and operational stability toward helping investors achieve their long-term financial objectives. By delivering the combined power of the firm’s distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to retail and institutional clients around the world. The company is listed on the New York Stock Exchange under the symbol IVZ.

Managing investment portfolios is Princeton Capital Management’s only business. Our resources are focused on fundamental security analysis, portfolio construction, investment operations and client service—nothing else.

Founded in 1985 by Al Lagan, Congress Asset Management Company is a boutique, SEC-registered, family-owned, investment management firm. The firm was built with the strong conviction that the client’s needs come first. The firm began by providing tailored risk-adjusted investment solutions to Taft-Hartley pension plans and insurance companies.

Congress continues to grow under the leadership of Al’s sons Dan and Chris, who apply the same model to a larger array of client types. The firm serves endowments, foundations, high net worth individuals, pension plans, 401(k) plans, and advisory platforms through a diversified suite of investment products and services

Eagle Global Advisors has been providing focused, personalized investment services since 1996 from its headquarters in Houston, Texas. Eagle offers focused equity strategies that rely on deep fundamental research.

We look at investing through a different lens.

Taking an active approach to investing means looking at asset management through a different lens—one with a clear focus on our clients. Throughout market cycles, teams of specialists at Principal Asset Management have applied local insights and global perspectives to optimize results. This clear point of view allows us to identify the most compelling opportunities now, while positioning for what’s next. Actively harnessing potential for your advantage. With specialized investment teams with original thinking. With distinctive opportunities to optimize your portfolio. With a collaborative mindset aligned with your objectives.