| Name | Title | Contact Details |
|---|
From our beginning in 1997, Harbour Trust & Investment Management Company has stood as a symbol of trust and experience. Like a beacon of light emanating from a lighthouse directing ships to safety, Harbour Trust has guided its clients through difficult financial markets with an experienced and dedicated staff. Our experience provides us with the knowledge to create for our clients solid investment plans designed to meet their specific financial goals. Harbour Trust & Investment Management Company`s creation as an independent structure is vital to the success of its mission. Our clients are comforted knowing our organization focuses on them, is financially stable and operates efficiently as a result of strong leadership from senior management. It is through this structure we are able to build strong and trusting relationships with each of our clients and their families. The relationships we foster at Harbour Trust stand the test of time due to the unwavering commitment to the integrity and principles that are the bedrock of our corporate foundation. Developing trust with financial acuity, experience and a deep rooted sense of responsibility, Harbour Trust focuses on achieving the long-term financial goals for each person and their families that they work for. Harbour Trust`s financial professionals are ready to meet with you to provide you with a plan which serves as your guiding light to your financial dreams and goals.
Asage Financial is a Walnut Creek, CA-based company in the Financial Services sector.
ZH & Partners Corporation is a New York, NY-based company in the Financial Services sector.
Skypoint Capital Corporation is a Kanata, ON-based company in the Financial Services sector.
John W. Rosenthal Capital Management Inc. ("our Firm") is managed and controlled by John W. Rosenthal, Sr. as Chief Investment Officer. His background, experience and credentials are relevant and very important to the activities he performs for our clients. Our Firm provides investment advisory services to its clients. Specifically, our Firm serves as the exclusive investment advisor for 4 limited partnerships ("the Funds"). At the direction and control of our Firm, the Funds invest primarily in the common stock of community banks located throughout the U.S. as well as cash or cash equivalents. Learn more about our history. Our Firm is regulated by the Secretary of State of Indiana - Securities Division. We file Form ADV Part 1 and Part 2 annually, and you may connect to the links to view our most recent filings. Prospective investors may contact us to receive more information. Of course, our past performance does not guarantee any future results. Our "Investment Philosophy & Approach" is of utmost importance to understanding an investment opportunity with us. In short, this process generally involves 5 pillars: 1) we conduct "quantitative" analysis on prospective investments using FDIC Call Report data as well as other publicly available information on the banking companies we are analyzing; 2) we perform our own "qualitative" due diligence, using written materials and personal meetings with management of the financial institutions we are studying, in an effort to understand the "culture" of the organizations. We are looking for a specific culture at the banks in which we invest that can best be described as a "balanced culture". We believe our approach to this qualitative analysis is unique among investment managers and it is a critical component of our investment decision; 3) we undertake demographic analysis of the markets in which the banking companies we are examining operate; 4) we review current valuation metrics of all prospective investments - looking for the best values available; and 5) we assess management`s openness to a possible change of control.