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Martin Capital Advisors was founded in 1989 by managing partner Paul Martin. Martin Capital Advisors company has about $30 million in assets under management. Martin starts with a capital "M," as in money. Martin Capital Advisors capitalizes on asset management, including private and institutional investment portfolios. It offers various portfolio options, including its Flexible Portfolio, which is designed for investors willing to accept short-term volatility, and its ConservativePortfolio, which is designed for investors that want less risk. Some of its major holdings include Cisco Systems, Dell Computer, and Starbucks.

Massachusetts Financial Services Company was founded in 1969 and is based in Boston, Massachusetts. It has additional offices in Argentina, London, Mexico, Australia, Japan, and Singapore. Massachusetts Financial Services Company is a privately owned investment manager. The firm is conducts business as MFS Investment Management, Inc. The firm provides retirement planning, college planning, and education and planning services. It also manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages equity, fixed income, and balanced mutual funds for its clients. It provides its services to investment companies, pension and profit sharing plans, corporations, pooled investment vehicles, state and municipal government entities, high net worth individuals, trusts, Taft-Hartley plans, institutions, public pension plans, corporate pension plans, bank trust clients, insurance companies, endowments, foundations, multi-employer plans, and investment advisory firms. The firm invests in the public equity and fixed income markets across the globe. It also invests in ADR securities to make its investments. For its equity investments, the firm typically invests in growth and value stocks of all-cap companies, including large-cap, mid-cap, and small-cap companies. The firm benchmarks the performance of its investments against the S&P 500 index, the various Russell indices, and the various MSCI indices. It benchmarks the performance of its fixed income investments against the Lehman Brothers Aggregate Index and the JP Morgan EMBI Global Index.

Matrix Asset Management was formed in early 2010 to group the assets of Matrix, SEAMARK, and GrowthWorks under one umbrella. The combined companies operate offices across Canada and manage about $3 billion in assets. Matrix Asset Management strives to be the investment point-of-origin for its clients. Part mutual fund manager, part private equity firm, Matrix Asset Management is the holding company for SEAMARK Asset Management, which offers portfolio management services to institutional and high-net-worth individuals; and GrowthWorks, a venture capital firm and fund manager. Other holdings include Mavrix Fund Management, a mutual funds manager and subsidiary of GrowthWorks.

MCG Capital Corporation is a solutions-focused commercial finance company that provides capital and advisory services to middle-market companies throughout the United States. The Company is an internally managed, non-diversified, closed-end investment company. It conducts some of its activities through wholly owned, special-purpose financing subsidiaries. Its investment portfolio is composed primarily of middle-market companies in which it has made up to $75 million of debt and equity investments. Typically, these middle-market companies have $20 million to $200 million in annual revenue. As of December 31, 2009, it had debt and equity investments in 59 portfolio companies. Its diversified investment portfolio spans 30 industries. Approximately 40% of its portfolio is composed of investments in industries that consist less than 5% of its portfolio.

MEAG is a major asset management force in the European financial sector with responsibility for round EUR 198 billion (31 March 2010). We are also the asset manager for the Munich Re Group. We invest in securities, real estate and funds, offering our expertise to both institutional and private investors. MEAG are the ideal partner for both private and institutional investors, bundling extensive know-how in all key asset classes under one roof and ensuring that your money is in good hands. MEAG compile fund, security and real-estate portfolios based on your earnings specifications. MEAG size and the volume of funds under MEAG management enable us to offer you highly competitive conditions for the reinvestment and security of your investments.

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