Robert Daniel Frazier

CCM combines and balances non-correlated assets that seek to reduce risk and capture returns. The firm’s investment management solutions are designed to manage portfolios by integrating their internal expertise with external portfolio management in global equity, global fixed income, and alternative investment strategies. Their methods of security analysis include fundamental, technical, and cyclical analysis.

Genesee Investments employs various fund-of-funds strategies whereby they manage on behalf of a client a portfolio of investments in hedge funds managed by a number of money managers. Allocation of clients' assets is based on, among other factors, the advisors macroeconomic view of conditions affecting each asset class, correlation among strategies and availability of money managers in each asset class. The advisor's investment process includes the development of a macroeconomic view of different hedge fund strategies, development of a market and economic outlook and the development of allocation parameters among various hedge fund strategies. The advisor then applies the allocation parameters and chooses the money managers. They also monitor and review the client portfolios and the individual money managers

Since 1938, Pacific Coast Banking School has partnered with the University of Washington Graduate School of Business to help over 10,000 bankers “Rise Above the Rest”™ by providing outstanding graduate-level executive leadership and financial management education. The Vision and Mission reflects the beliefs of the founders of Pacific Coast Banking School and our Corporate Board, a prestigious group of industry experts, and educational and bank executives. PCBS offers the nation's premier three-year graduate-level management education program focused specifically on the financial services industry. Set in the scenic Pacific Northwest's University of Washington campus on the shores of Lake Washington, PCBS session attendees share a rich classroom experience while enjoying the natural beauty and excitement of one of the country's favorite tourist destinations. PCBS keeps its entrance standards high to attract the best and brightest, which is just one reason PCBS is considered The Premier National Graduate School of Banking™. PCBS is commited to help get the most out of employee potential, to enhance leadership and management abilities and to complement a bank's own internal training and development efforts.