Investment Professionals
William T. Eaton II, CIMA
Senior Managing Director
Mitchell A. Goldfeld, CIMA
Managing Director
Deborah B. Friend
Vice President Wealth Management
John Donabedian
Vice President Portfolio Management
John W. Sullivan
Vice President Marketing
TEG Partners
TEG Partners, a division of Detwiler Fenton Investment Management, LLC. manages several portfolio models with a global tactical allocation strategy as the cornerstone of its' philosophy. The investment process combines both fundamental and technical analysis to uncover securities that TEG Partners believe exhibit Growth at a Reasonable Price (GARP) investment characteristics. Although each portfolio model has a target strategic asset allocation, the portfolio managers tactically adjust the allocation as market conditions warrant such that a 100% equity portfolio has the flexibility to adjust to a 100% cash position for an undefined temporary period. Such tactical adjustments may occur several times throughout the calendar year whereby the portfolio managers react to short and intermediate term market conditions.
