ANGLICAN
INVESTMENT AGENCY TRUST
TEAM
BNY
Mellon Wealth Management,
(Christopher
J. Emerson Tel:
(516) 338-3023 e-mail: christopher.emerson@bnymellon.com)
At
BNY Mellon Wealth Management, wealth management is viewed as a specialized
profession, where experts combine their efforts to meet the specific needs of
clients. Grounded
in more than two centuries of experience, experts draw from a rich heritage and
investment, wealth planning and private banking capabilities to implement
thoughtful strategies that are customized for each client.
BNY Mellon Wealth Management remains committed to bringing the highest
quality wealth management service and to continuously work to expand
capabilities and techniques for planning, investing and transferring wealth.
Charitable gift programs and endowments and foundations, as well as
individuals and their families, family offices and business look to BNY Mellon
Wealth Management to provide them with excellent strategic insights, balanced
advice and exceptional client service.
Nicholas
Advisors, Inc. (NAI),
(Louise
Orzo Tel: (212)
317-0200 e-mail:
moneemngr@aol.com
)
We
analyze data for current economic conditions to make investment decisions.
We identify companies best positioned to benefit in a given economic
setting. Our
portfolios include equities, high yield equities, preferred securities, or
fixed-income securities and investments in a wide range of market capitalization
levels. We build our
equity portfolios using the sector allocations of the S&P 500 as the
template, and they are generally dominated by large-caps.
Our high-yield equity portfolios represent a variety of industry groups,
with greater emphasis placed on the sustainability of relatively large dividends
over time.
Baxter
Investment Management,
(John
C. Baxter Tel:
(203) 637-4559 e-mail:
jbaxter@baxterinvestment.com
)
We
are a core manager with an investment philosophy that blends growth and value
styles. Our goal,
quite simply, is to find growth at reasonable prices. We employ a rigorous and
disciplined screening process that is designed to identify high quality
companies with strong balance sheets, consistent earnings growth, sound
management, and strong potential for long-term growth.
We customize each client’s portfolio to meet their unique needs,
objectives, and risk tolerance.
Beck,
Mack & Oliver, LLC,
(Robert
J. Campbell Tel:
(212) 661-2640 e-mail:
a.dehaas@beckmack.com
)
We
are risk-averse, value-oriented investors.
We own stocks thought of as “growth” stocks, though we purchased them
when they were undervalued and out of favor.
Fundamental research drives our investment process.
Our thorough understanding of our companies results in a low turnover of
about 20%.
Bingham,
Osborn & Scarborough, LLC,
(Robert
D. Bingham Tel:
(415) 781-8535 e-mail:
bob.bingham@bosinvest.com
)
We
were founded in 1985, have $2 billion under management, and have 35 employees.
We work on a fee basis – no commission, no products of our own, no
conflicts of interest. The
firm enhances return and reduces risk by combining multiple asset classes – or
markets – which move independently from one another.
Emphasis is driving down costs by using low-cost funds, some index, some
passively managed, to represent the markets in the portfolio.
The firm does not believe that stock selection or market timing add
value. Assets under
management must at minimum be $5 million.
Carret
Asset Management,
(David
P. Pearson Tel:
(212) 593-3800 e-mail:
d.pearson@carret.com
)
Carret
is a medium-sized investment firm managing about $1 billion in individual,
employee benefit and charitable portfolios.
Accounts are separately managed (no pooled funds) emphasizing better
quality equities with potential for capital appreciation and dividend growth.
Schafer
Cullen Capital Management,
(James
Cullen Tel:
(212) 644-1800 e-mail:
Jcullen@schafer-cullen.com
)
We
provide our investors with a way to participate in long-term upside potential of
equities while at the same time providing greater than average downside
protection.
The main features of this strategy are low P/E discipline; high-dividend
yields, and strong dividend growth.
We screen for value, looking for stocks with P/E ratios less than the
S&P 500.
We look for dividend yields greater than 3% where we expect strong
earnings and growth.