Todd Tamagnini

Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis.

FIC Capital actively manages portfolios of individual securities rather than baskets of mutual funds. The firm's investment approach is based on fundamental analysis of industries and companies along with examination of macroeconomic trends and seeks to limit portfolio risk. FIC evaluates investment opportunities using fundamental and quantitative criteria. FIC applies a comprehensive valuation analysis to every investment they make. Valuation is calculated relative to multiple time points over a multi-year investment horizon. This approach is designed to allow clients to capture the full value of the firm's research while minimizing the costs of such practices such as momentum investing, excessive trading, window dressing and ignoring tax consequences. FIC's fundamental research focuses on understanding each company's competitive positioning, operating dynamics, profit trends, risks, reinvestment needs and growth opportunities. Prospective investments are also evaluated on the basis of valuation including such factors as: growth, risk and the amount of cash flow that can be returned to owners in the form of dividends and buybacks. FIC's alternative investment strategies are also based on a proprietary asset allocation and selection process.

Functions as a College/University

NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis.