Investments

The Leuthold Group was founded in 1981 as an independent investment research firm. The Leuthold Group’s proprietary research includes technical and quantitative analysis, broad sector and industry group analysis, financial marketplace supply/demand dynamics and long-term historical valuation studies. In 1987, the firm began to direct investment portfolios using its financial analysis as the foundation for its equity selection and asset allocation methodologies. A policy of disciplined, unemotional, and strategic investing, backed by solid and comprehensive proprietary research, has enabled The Leuthold Group/Leuthold Funds to establish a strong long-term track record.

Wakefield Asset Management focuses on proprietary quantitative behavioral investment techniques that not only identify market inefficiencies but capture those inefficiencies over time. Wakefield uses a highly disciplined and technologically advanced process for research, security selection, implementation, and monitoring. The resulting portfolios exhibit a unique combination of characteristics with positive near-term expectations that, in our view, will be rewarded by the market in the period ahead regardless of market direction.

Vineyard Global Advisors is a risk-managed equity strategies firm featuring managed investment strategies designed to grow and preserve wealth.

Alternative Income Solutions (AIS) challenges conventional thinking, elevating income as a key objective for individuals with wealth. We believe that income should be a critical portfolio component throughout the portfolio lifecycle to ensure predictable growth in the investment phase, significant income in the reinvestment phase, and reliable liquidity in the annuitization phase.

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.

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.

Convexitas was formed to help families and institutions achieve their financial and lifestyle goals by offering stewards of capital portfolio-level tools to increase liquidity and flexibility.

At Northeast Investors Trust, we seek to generate income and build wealth for the long run. Our no-load fixed income mutual fund invests primarily in domestic high-yield bonds, with a buy-and-hold mindset. But our managers also have the flexibility to look beyond the high-yield universe and invest a portion of the fund in other types of debt, preferred stock, common shares, and convertible securities.

Launched in 1950, Northeast is one of the oldest bond mutual funds in the country. Our portfolio management team, who each have their own money invested in the fund, are long tenured in fixed income management and have experience generating income throughout a variety of market cycles and conditions, including rising-interest-rate environments.

Alpha Asset Advisors, a registered investment adviser (RIA) in the state of Michigan since 2010, provides wealth advisory services to investors. The firm was rebranded as Royal Oak Financial Advisors, RIA, in 2018 and registered with the SEC. Alpha Asset Advisors retained its Michigan registration in order to market separately managed account (SMA) portfolio management services to investment advisory professionals in the future.