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Jim Savage
Gestionnaire de Portefeuille-Actions chez
The Trust Company of Oklahoma
Profil
Mr. Jim L.
Savage, CFA, is a Senior Vice President at The Trust Company of Oklahoma.
He has almost three decades of experience in the investment industry.
Mr. Savage was previously employed as a Portfolio Manager by IronOak Advisors LLC, a Portfolio Manager by Trusco Capital Management, Inc., and a Principal by AmSouth Bank of Florida.
He received his undergraduate degree from Auburn University and a graduate degree from Georgia State University.
Postes actifs de Jim Savage
| Sociétés | Poste | Début |
|---|---|---|
The Trust Company of Oklahoma
 The Trust Company of Oklahoma Investment ManagersFinance TCO seeks to take advantage of the risk-return trade-off among different equity asset classes. The firm employs advanced statistical models to aid in the equity asset allocation decision. They consider equity asset classes not always sufficiently present in investors' portfolios such as small-cap and international stocks. TCO generally uses all no-load funds with solid track records and experienced management. | Gestionnaire de Portefeuille-Actions | 01/07/2019 |
Anciens postes connus de Jim Savage
| Sociétés | Poste | Fin |
|---|---|---|
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Gestionnaire de Portefeuille-Actions | 30/03/2008 |
AmSouth Bank of Florida
 AmSouth Bank of Florida Regional BanksFinance AmSouth begins their research effort with macroeconomic analysis to identify sectors they believe will be sound investments. For their value style, AmSouth uses a bottom-up contrarian approach to identify stocks. For growth, they seek mid/large-cap stocks with free cash flows, dominant market shares, increasing dividends, sound balance sheets and low downside risk. | Corporate Officer/Principal | - |
IronOak Advisors LLC
 IronOak Advisors LLC Investment ManagersFinance IronOak Advisors seeks to provide clients with alpha-generating portfolios constructed by developing and rigorously testing an investment thesis for each stock considered. The firm employs a proprietary model to evaluate company fundamentals, uncover catalysts for growth and identify stocks with the best opportunity for return potential within each industry. IronOak Advisors' investment strategy is based on the idea that attractively-valued companies with solid business fundamentals offer the potential for superior returns with lower volatility over the long-term. The firm invests across sectors and across investment styles to create more diversified portfolios. Each of their portfolios utilizes a long-term investment philosophy that focuses on capital appreciation with the secondary objective of income. Though not limited by sector, IronOak Advisors tends to invest in the stocks of US companies in the finance, electronic technology, health technology and consumer non-durables sectors. The firm invests across all market-caps. IronOak Advisors maintains a medium turnover rate. IronOak Advisors' Large-Cap Core Equity strategy invests in large-cap stocks ($3 billion or more in market-cap) that offer both attractive valuations relative to their sectors and improving fundamental characteristics. This portfolio is available through individually managed accounts and sub-advisory relationships. The firm's Mid-Cap Core Equity strategy invests in mid-cap stocks (companies with market-caps similar to those in the Russell Midcap Index) that offer both attractive valuations relative to their sectors and improving fundamental characteristics. This portfolio is available through individually managed accounts and sub-advisory relationships. | Analyst-Equity | - |
Formation de Jim Savage
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The Trust Company of Oklahoma
The Trust Company of Oklahoma Investment ManagersFinance TCO seeks to take advantage of the risk-return trade-off among different equity asset classes. The firm employs advanced statistical models to aid in the equity asset allocation decision. They consider equity asset classes not always sufficiently present in investors' portfolios such as small-cap and international stocks. TCO generally uses all no-load funds with solid track records and experienced management. | Finance |
AmSouth Bank of Florida
AmSouth Bank of Florida Regional BanksFinance AmSouth begins their research effort with macroeconomic analysis to identify sectors they believe will be sound investments. For their value style, AmSouth uses a bottom-up contrarian approach to identify stocks. For growth, they seek mid/large-cap stocks with free cash flows, dominant market shares, increasing dividends, sound balance sheets and low downside risk. | Finance |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Finance |
Auburn University
 Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Georgia State University
 Georgia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
IronOak Advisors LLC
IronOak Advisors LLC Investment ManagersFinance IronOak Advisors seeks to provide clients with alpha-generating portfolios constructed by developing and rigorously testing an investment thesis for each stock considered. The firm employs a proprietary model to evaluate company fundamentals, uncover catalysts for growth and identify stocks with the best opportunity for return potential within each industry. IronOak Advisors' investment strategy is based on the idea that attractively-valued companies with solid business fundamentals offer the potential for superior returns with lower volatility over the long-term. The firm invests across sectors and across investment styles to create more diversified portfolios. Each of their portfolios utilizes a long-term investment philosophy that focuses on capital appreciation with the secondary objective of income. Though not limited by sector, IronOak Advisors tends to invest in the stocks of US companies in the finance, electronic technology, health technology and consumer non-durables sectors. The firm invests across all market-caps. IronOak Advisors maintains a medium turnover rate. IronOak Advisors' Large-Cap Core Equity strategy invests in large-cap stocks ($3 billion or more in market-cap) that offer both attractive valuations relative to their sectors and improving fundamental characteristics. This portfolio is available through individually managed accounts and sub-advisory relationships. The firm's Mid-Cap Core Equity strategy invests in mid-cap stocks (companies with market-caps similar to those in the Russell Midcap Index) that offer both attractive valuations relative to their sectors and improving fundamental characteristics. This portfolio is available through individually managed accounts and sub-advisory relationships. | Finance |
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