In-depth knowledge and experience for your asset management plan
We offer access to institutional money management through our Bright Rock Quality Large Cap Fund and our Bright Rock Mid Cap Growth Fund. Our process is innovative, our credentials excellent and our experience deep. Investing for, and with, our clients since the early 1990's we understand the uncertainty of market cycles and the importance of a disciplined, reliable process.
David B. Smith, CFA
Chief Investment Officer
David Smith has worked in the investment management field since 1990. As the chief investment officer and senior portfolio manager, he is responsible for the oversight and direction of the Bright Rock Funds. He is also is responsible for performing research and setting investment policy. Prior to his current position, Mr. Smith was a founding partner, senior vice president and a senior portfolio manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation. He was the lead portfolio manager for the firm's MGA Small Cap Growth, MGA Small/Mid Cap Growth and MGA Mid Cap Growth strategies. Previously, Mr. Smith was a Principal at State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group. Prior to this, he was Managing Director of real estate securities at the Tuckerman Group, SSgA's real estate subsidiary. Mr. Smith holds a B.A. in Economics from the University of Massachusetts/Amherst and a M.S. in Finance from the Sawyer School of Management at Suffolk University. He is a CFA charter holder, a member of the CFA Institute and the Boston Security Analysts Society. Mr. Smith serves on the SSgA Advisory Council and on the MSF Advisory Board for the MSF Program at the Sawyer School of Management at Suffolk University.
Douglas S. Butler, CFA, CFP®
Doug Butler has worked in the investment business since 1991. As co-manager for the Bright Rock Quality Large Cap Fund, Mr. Butler is responsible for performing securities research, setting investment policy and individual stock selection. Prior to his current position, Mr. Butler had a consulting business, specializing in Mergers and Acquisitions consulting for private manufacturing firms in the Chicago area. Prior to starting his own business, he worked for Sanford C. Bernstein as an equity portfolio manager in their International Investment Management group. Mr. Butler is a CFA charter holder and has also received his designation as a Certified Financial Planner™. He is a member of the CFA Institute, the Boston Security Analysts Society and the Williams Club. Mr. Butler is a graduate of Trinity College.
Fact Sheet - Bright Rock Quality Large Cap Fund
Fact Sheet - Bright Rock Mid Cap Growth Fund
Morningstar Investment Detail Report BQLCX
Morningstar Investment Detail Report BQMGX
Summary Prospectus - Bright Rock Quality Large Cap Fund
Summary Prospectus - Bright Rock Mid Cap Growth Fund
Statement of Additional Information