Call Us: +1 (800) 722-4123 
“Emerald’s DNA is our devotion to fundamental research – it is woven into each of our strategies and championed by every one of our investment professionals.”
Emerald’s DNA – Identifying innovators and disruptors through fundamental, bottom up research. We believe that fundamental, bottom up research can lead to superior active management.
Actively-managed diversified small-cap growth portfolio usually holding approximately 110-120 stocks.
Actively-managed diversified mid-cap growth portfolio usually holding approximately 80-100 stocks.
Actively-managed growth-oriented portfolio holding 55-75 stocks seeking to exploit small and mid-cap market inefficiencies paired with corresponding thematic large-cap names.
Growth-oriented Mutual Fund investing primarily in smaller-sized domestic companies.
Mutual Fund investing primarily in banks and financial services companies.
Mutual Fund investing in small and mid-cap growth companies paired with corresponding thematic large-cap companies.
Fixed income portfolio management tailored to meet short to intermediate term cash and liquidity needs.
“Emerald’s DNA is our devotion to fundamental research – it is woven into each of our strategies and championed by every one of our investment professionals.”