Third Party Advisory Services
Russell Advisors
Russell gives individual investors the "big investor advantage"; access to a wide range of multi-manager mutual funds. Founded in 1936, Russell has honed its experience as a manager of managers through decades of market cycles. Russell provides a full range of investment services to retirement plans, foundations, endowments, and individual investors of all types and sizes. The Russell approach is designed to strategically diversify each individual portfolio for every season of the market.
SVL Investment Management
SVL Investment Management has been a Registered Investment Adviserfirm since 1987. The Chief Investment Advisor to SVL is Steven Le, PhD. Through his various professional roles, including Chairman of the Department of Finance at the California State University, Long Beach, Dr. Le has accumulated over 30 years of experience in securities, financial analysis and investment management. SVL provides capital management services to both individuals and institutions. The main goal of SVL Investments is to seek a consistent, long-term superior rate of return with acceptable risk.
Wildwood Aggressive Growth Fund, LLC
Wildwood Aggressive Growth Fund is a hedge fund with emphasis on the energy sector (typically 50%+ exposure to energy stocks). Wildwood is a long / short equity fund primarily investing over 80% in long-only positions, while some shorting or put positions are used to reduce risk and volatility. Wildwood is an aggressive growth fund that was founded by Lyle Johnson, CFA MBA in 1997 and as of June of 2002 affiliated with Liberty Group. Jim Sisto is the primary consultant with over 35 years of experience managing portfolios, he was an analyst for BofA securities, ran a $1billion hedge fund and was rated the #1 Buy Side financial analyst on Wall Street. Currently David Hollander and Lyle Johnson are the managing partners of the fund. The primary objective of the Wildwood fund is to seek out long-term growth opportunities in the market with opportunistic ability to emphasize any sector though Energy is the primary base. Unlike many other funds Wildwood maintains complete flexibility when it comes to utilizing leverage to enhance returns or going to 100% cash when the market outlook is not favorable.