Crabtree Hedged Technology is a science and technology, long/short investment portfolio. It seeks to outperform the Standard & Poor’s 500 Index. The portfolio is long companies that consistently meet three criteria that Portfolio Manager Barry Randall calls the Crabtree Attributes. Potential investments must have the following three Crabtree Attributes: a) consistently generate cash; b) hold on to or increase their market share; and c) do so while executing on their operational and financial plans. Against the long side of the portfolio are short positions in: a) companies that lack the Crabtree Attributes; and b) a short position in the Invesco S&P SmallCap Information Technology Exchange\raded Fund based on the S&P SmallCap 600® Capped Information Technology Index (ticker: PSCT). The total short position varies between 50% and 90% of the long position, leaving the portfolio between 50% and 10% "net long." The short position may vary depending upon seasonal factors and the macroeconomic outlook. The Crabtree Hedged Technology portfolio was originally created and has been continuously run by Crabtree Asset Management since April, 2015. The portfolio became available to IBKR Asset Management clients in October 2018.

Curve Capital’s fixed income relative value strategy targets net returns of 10-12%. We invest across the fixed income universe including government, corporate, mortgage, and emerging market bonds, with a focus on value and risk driving the allocation process.

The Global Strategy seeks to provide long-term capital appreciation by tactically investing in a diversified portfolio of domestic and international large-cap stocks, ADRs and ETFs.

For managed account portfolios, PIP utilizes proprietary asset allocation models based upon predetermined investment objectives and risk tolerance levels in the management of client assets.  These models incorporate both equity and fixed income securities for sector diversification. For equities, these sectors are further broken down by market capitalization and area of focus. For fixed income, these sectors are further broken down by maturity of issues, credit quality of the underlying and collateral backing the issue. The common theme of all the models is to generate favorable risk-adjusted returns.

Split Rock Private Trading and Wealth Management LLC (“Split Rock”) strategically manages its Equity Rotation SMA by continually monitoring which phase of the economic cycle we are currently in. Split Rock then invests in companies that it believes are best positioned within the current cycle. On an ongoing basis, Split Rock makes tactical adjustments based on geopolitical events and various micro and macro-economic factors.

Stoken Asset Management is an investment advisor providing quantitative asset management services to individuals and institutions. The firm believes that markets are difficult, if not impossible, to predict and that diversification is no longer enough to manage portfolio risk. Our view is that asset classes should be treated independently, allowing for material shifts in asset allocation as market patterns emerge. Stoken Asset Management was founded in 2013 by Deidre Stoken McClurg. She brings over 20 years of finance and investment experience to the firm. Prior to founding the firm, Deidre worked for JPMorgan’s Private Bank and William O’Neil & Co. Deidre is a Certified Financial Planner and Certified Public Accountant. She earned a BA from the University of Southern California and an MBA from Northwestern University’s Kellogg School of Management.

We are first and foremost value investors. That is, we seek to take advantage of the irrationality of the stock market by purchasing when prices are low and selling when prices are high.  In order to make this strategy work, we must determine what a fair price should be, also known as the "intrinsic value." Toward this end, we adhere to the teachings of Benjamin Graham, best known as Warren Buffett's college instructor, mentor, business partner and friend. Graham, and his business partner David Dodd, authored two master works, "Security Analysis" published in 1937 and "The Intelligent Investor" published in 1949. These widely accepted and authoritative writings are the bedrock upon which our investment strategy is built.

THB believes that stocks of Mid Cap companies are relatively inefficient and that a focused portfolio of high-quality names has the potential to offer superior risk-adjusted returns. THB takes a very long term view of the investment horizon and seeks to outperform the market by protecting during the down periods while offering participation during the up periods. We seek to construct a portfolio of high-quality, self-funded, low-risk companies with valuation metrics similar or lower than the benchmark but that still have superior long-term, value-creating characteristics. We believe the best companies are able to grow their businesses organically and via acquisitions using internally generated cash flows. Debt should be kept to a minimum with a preference for companies that retire shares outstanding. The strategy will hold approximately 30 securities and have high active share (i.e., high percentage of holdings differing from the benchmark Russell Midcap Index).