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