We partner with trusted firms in order to provide our clients with an opportunity to benefit from a diversified pool of quality investments, all overseen by Webster Investment Advisors.

Webster Investment Advisors, Inc. partners with some of the world’s leading money management firms, including institutional asset allocation strategists, distinguished academics and some of the industry’s most talented traders in equities, bonds and futures.

Equity Money Management Partners

Anchor Capital Advisors LLC was founded in 1983 and the firm serves institutions and individuals via traditional separately managed accounts. The cornerstone of their value-oriented investment philosophy is to attempt to achieve attractive portfolio returns over time by seeking to invest in those securities which they believe are undervalued, have moderate downside risk, and a high probability of above average return.

Brandes Investment Partners is a leading traditional investment advisory firm, managing equity and fixed income assets for institutional and private clients worldwide. Since their inception in 1974, they have applied the value investing approach to security selection pioneered by Benjamin Graham. Among the first investment firms to bring a global perspective to value investing, they manage a variety of investment strategies.

Calamos Investments is a tactically-oriented diversified investment firm offering equity, fixed-income, convertible and alternative investment strategies, among others. With roots dating back to 1977, the firm serves institutions and individuals via separately managed accounts and a family of open-end and closed-end funds, providing a risk-managed approach to capital appreciation and income-producing strategies. Their specialty is in the stock/bond hybrid arena of convertible securities.

Managed Future Partners

Steben & Company, Inc. is an investment advisory firm offering multi-manager managed futures funds. Since 1989, Steben has provided financial advisors, institutions and individual investors with the specialized expertise, advice and investment vehicles needed to understand, evaluate and access managed futures. As a general partner of numerous managed futures funds, they are responsible for the selection of futures trading advisors, for the ongoing monitoring of manager performance and for the overall operations of sponsored funds.

Superfund launched one of the first international single-manager managed futures funds in 1996, originally known as Quadriga. The company now has over 400 employees globally and its funds feature proprietary, automated, technical trend-following systems.

Operational Partners

First Allied Securities, Inc., our broker/dealer, is a privately held company with a vision of providing independent financial advisors with innovative products and strategies, cutting-edge technology and superior service. Approaching 1,000 financial advisors in 500 locations throughout the United States, First Allied is fast becoming recognized as a premier broker/dealer for successful financial advisors.

Pershing LCC — Clearing firm.