Hans Francis Olsen

Acadia Trust seeks to accommodate the range of investor preferences and, based on those preferences, manages portfolios that are exclusively value-oriented or incorporate a growth component.

Emerson Investment Management offers balanced portfolios that are customized to meet each client's investment objectives and risk tolerance. The firm's investment strategy employs customized asset allocation of equity and fixed-income securities. Their approach emphasizes diversification. Emerson strives to spread risk over several types of asset classes in order to navigate cyclical ups and downs and produce consistent returns over time. Emerson's investment strategies include: Large-Cap Growth, Large-Cap Value, Mid-Cap Stocks, Small-Cap Stocks, International, Fixed-Income and Alternative Investments. The firm's Large-Cap Growth strategy focuses on investments in the stocks of large-cap companies that have the potential to increase earnings faster than the overall market. Their Large-Cap Value strategy seeks to invest in the common stocks of large-cap companies that are undervalued by the market but have a favorable long-term outlook. Emerson's Mid-Cap Equity strategy seeks to capitalize on investments in mid-sized companies. The firm's Small-Cap equity strategy seeks to provide more rapid and more aggressive growth than investments in blue-chip companies. Their International strategy focuses on investment opportunities in established and emerging global markets. Emerson's Fixed-Income strategy invests in seeks to provide predictable stability in both returns and income through investments in bonds and Treasury funds. The firm also offers alternative investments including: real estate, commodities and natural resources.

Fiduciary Trust employs a holistic investment strategy that optimizes client's return potential while keeping within the risk parameters that are comfortable for them. The firm’s portfolio managers invest across all asset classes, sectors and industries. They leverage the extensive global resources and capabilities of Franklin Templeton, including global macro-economic insights and deep analytics on thousands of companies.

BLA takes a rigorous approach to equity selection. Their core equity strategy is designed to provide their clients with broad sector diversification in large-cap growth and value companies. Their initial position is index neutral. They then over- or underweight certain sectors of the S&P 500 based on research and outlook. The firm believes this discipline to be the bedrock to their client's investment portfolio. Their focus is on long-term growth and low portfolio turnover to maximize tax efficiencies. The firm's fixed-income discipline takes a structured approach with a bias toward high quality, liquid securities. BLA matches their client's fixed-income portfolio to the client's income needs. Tax efficiency and objectivity guide their fixed-income oversight. They believe that their day-to-day involvement in the fixed-income markets gives them a knowledge base and executional strength that translates into added value for their clients. Although BLA's scope of skills and experiences is broad, they recognize there are circumstances in which it may be useful to call upon investment disciplines that are not practiced in-house. They therefore maintain strong alliances with outside managers in a variety of investment disciplines to ensure proper diversification. They have created alliances with managers in the following specialized disciplines: deep value, small-cap and international equity, private equity/venture capital and hedge funds.

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