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Profil
Karen Motley Japngie founded Optimum Growth Advisors LLC in 1996, where she worked as Managing Partner.
Ms. Japngie also formerly worked at ACG Wealth, Inc., as Managing Director from 2013 to 2021, Growth Equity Group, as Senior Portfolio Manager, PaineWebber, Inc., as Principal, and United States Trust Co., NA, as Vice President.
Anciens postes connus de Karen Motley Japngie
| Sociétés | Poste | Fin |
|---|---|---|
ACG Wealth, Inc.
 ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Gestionnaire de Portefeuille-Actions | 30/11/2021 |
Growth Equity Group
 Growth Equity Group Investment ManagersFinance GEG's portfolio managers look for companies that they believe have the ability to increase earnings for a sustained period. Such businesses are agents of change in their industries and tend to prosper under a variety of economic conditions. Most are world leaders in expanding global markets. They seek companies that have a dominant position in rapidly growing markets, attractive earnings growth, financial strength and quality management. GEG's large-cap, U.S. growth portfolios are generally kept fully invested, with low turnover in portfolio holdings and reduced exposure to capital gains taxes. | Gestionnaire de Portefeuille-Actions | 31/12/2002 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | - |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Optimum Growth Advisors LLC
 Optimum Growth Advisors LLC Investment ManagersFinance Optimum Growth Advisors (OGA) implements their clients' investment objectives through asset allocation. They manage portfolios of all equity securities, balanced portfolios containing both equity and fixed-income securities and portfolios of all fixed-income securities. Investments in fixed-income securities are made in US Treasury notes, bonds and AA or higher municipal bonds. They also utilize preferred equities with dividend yields to enhance the fixed-income allocation. OGA's investment philosophy is based on the idea of buy and hold. They seek to invest in the best companies that are in the process of defining their industries and leading them into the future. OGA places a strong emphasis on earnings growth rates and the quality of management. They take a long-term view to investing with a time horizon of 3 to 5 years. They seek to own the growth leaders of today and invest in the growth leaders of tomorrow. OGA looks for companies that are defining their markets and are not dictated by them, that are in the expanding phase of their growth cycle, are industry leaders, have superior management and have strong financials (low debt, earnings-to-growth driven). OGA will sell when anticipated earnings growth falls below the targeted real rate of return of the company, when the company is no longer in the expansion phase of the earnings cycle and when ongoing portfolio evaluation and investing in new growth areas require that holdings in a fully invested portfolio be reduced. | Fondateur | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Optimum Growth Advisors LLC
Optimum Growth Advisors LLC Investment ManagersFinance Optimum Growth Advisors (OGA) implements their clients' investment objectives through asset allocation. They manage portfolios of all equity securities, balanced portfolios containing both equity and fixed-income securities and portfolios of all fixed-income securities. Investments in fixed-income securities are made in US Treasury notes, bonds and AA or higher municipal bonds. They also utilize preferred equities with dividend yields to enhance the fixed-income allocation. OGA's investment philosophy is based on the idea of buy and hold. They seek to invest in the best companies that are in the process of defining their industries and leading them into the future. OGA places a strong emphasis on earnings growth rates and the quality of management. They take a long-term view to investing with a time horizon of 3 to 5 years. They seek to own the growth leaders of today and invest in the growth leaders of tomorrow. OGA looks for companies that are defining their markets and are not dictated by them, that are in the expanding phase of their growth cycle, are industry leaders, have superior management and have strong financials (low debt, earnings-to-growth driven). OGA will sell when anticipated earnings growth falls below the targeted real rate of return of the company, when the company is no longer in the expansion phase of the earnings cycle and when ongoing portfolio evaluation and investing in new growth areas require that holdings in a fully invested portfolio be reduced. | Finance |
Growth Equity Group
Growth Equity Group Investment ManagersFinance GEG's portfolio managers look for companies that they believe have the ability to increase earnings for a sustained period. Such businesses are agents of change in their industries and tend to prosper under a variety of economic conditions. Most are world leaders in expanding global markets. They seek companies that have a dominant position in rapidly growing markets, attractive earnings growth, financial strength and quality management. GEG's large-cap, U.S. growth portfolios are generally kept fully invested, with low turnover in portfolio holdings and reduced exposure to capital gains taxes. | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Finance |
