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To ensure we provide the highest level of service for our clients, we partner with the firms listed below.

CSFB HOLT
CSFB HOLT, LP® is a global financial consulting firm committed to understanding how stock markets around the world value companies. Visit CSFB HOLT

Through theoretical and applied research, CSFB HOLT has developed a conceptual framework that better explains the dynamic relationship between corporate financial performance and stock market pricing. CSFB HOLT's basic premise is that the stock market sets prices based on cash flows, not traditional accounting measures of corporate performance.

CSFB HOLT's Cash Flow Return on Investment® (CFROI) Performance/Valuation Framework, used by corporate managements and portfolio managers worldwide, corrects for material accounting distortions, calculates economic (cash) performance, and provides a unique advantage in decision-making on corporate performance/valuation issues.

Simon Economic Systems
Simon Economic Systems (SES) developed Rotational and Directional Assessment of Risk/Reward (RADAR), a proprietary technical analysis tool, based on the founder's 30+ years of futures and equities trading experience. RADAR identifies extremes in market valuations and identifies the valuation cycles of individual stocks and their sectors. The basic premise of this tool is that the economic cycle drives the economy, but it is the investor's perceptions of the economic cycle that drive the stock market. RADAR effectively tracks these perceptions, and can identify when they have a high probability of being incorrect.

RADAR is applied as an overlay to a universe of individual stocks and sectors that are determined by the individual portfolio manager. SES is able to provide an objective filter because it does not dictate what companies are included in the universe that is run through the tool. Ultimately, portfolio managers use RADAR to gauge when fundamental valuation is likely to be supported by the market.

Legacy Advantage Funds
Legacy Capital, in partnership with Van Hulzen Asset Management, has formed Legacy Advantage Funds, offering a suite of investment vehicles ranging from microcap growth funds to macro volatility funds. For more information, please visit the Legacy Advantage Funds website.

Professional Services Providers
We partner with selected professional services firms in the legal and accountancy fields. We have chosen these providers based on their high levels of service and competence, and their geographic proximities to our clients.

Please contact us for specific referrals to our team of legal and accountancy experts.

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