How We Chose the Winners

This is the fifth year that Investment Advisor and Prima Capital have selected the best separate accounts. Nathan Behan, Prima Capital’s director of research, and his team of analysts conducted quantitative and qualitative assessments of the thousands of separate accounts on their firm’s PrimaGuide database (available at www.primacapital.com) to develop a short list for the awards.

In a series of conference calls, the following Prima Capital analysts presented the pros and cons of the many nominees for the awards committee’s consideration:

Shane Calhoun, senior analyst, on domestic small-cap equity and high-yield debt;

Ryan Brookman, analyst, on domestic large-cap value and large-cap growth;

Rush Harvey, analyst, on domestic large-cap core and money market funds;