Michael Barclay

Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.

Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate.

Functions as a College/University

CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).