 |
ValStone Asset Management ("VAM") services
and manages investments made by the ValStone Opportunity Funds and their
institutional partners. Since inception, VAM has serviced approximately
4,000 commercial and industrial loans and bonds, with outstanding balances
ranging from less than $100,000 to over $70 million. Currently VAM employs,
either directly or on a contract basis, asset managers, an accounting professional, a tax
professional, a collateral administrator, a systems administrator, an individual
who performs postings and reconciliations, and the senior officers
listed below. VAM has offices in Birmingham, Michigan, and Baltimore, Maryland.
VAM has been rated by Standard and Poor's
("S&P") and was put on S&P's list of select Commercial Finance Special Servicers. To
read the full S&P Report, please click here. (Please
note that the report was issued prior to VAM's name change from TouchStone Asset Management LLC.)
Gerald
C. Timmis III, Co-President
Larry
E. Jennings, Jr., Co-President
Eric
R. Abel, Executive Vice President
Shelagh
Merenius, Chief Compliance and Tax Officer
|
|
 |
 |
 |
ValStone Partners and its affiliated entities, including the ValStone Opportunity Funds and ValStone Asset Management, are not in any way affiliated with Western & Southern Financial Group, Inc., or IFS Financial Services, Inc., or any of their affiliated or related entities, including Touchstone Investments, Touchstone Securities, Inc., Touchstone Advisors, Inc., Touchstone Growth Opportunity Fund or Touchstone Value Opportunities Fund.
|
 |
| Last Revised: February 15, 2010 |
|