Bryn D. Harman

Bryn D. Harman, CFA, brings over 17 years of extensive and diversified financial experience to the portfolio management team. He is responsible for sector and individual security analysis, portfolio construction and portfolio management. In 2002, Mr. Harman joined ICM Asset Management, Inc., as a Senior Research Analyst. Mr. Harman received his Bachelor of Commerce in finance and economics from the University of Saskatchewan. He is a Member of the CFA Institute.Kenneth M. Roberts, Founder and Chief Investment Officer of Ken Roberts Investment Management, Inc., has over four decades of diverse in-depth experience in the investment management industry, inclusive of security analysis, mutual fund management and separate account portfolio management. Mr. Roberts is a Member of the CFA Institute and was past President of the CFA Society of Spokane. He earned his B.A. in economics from Whitworth University and an MBA in finance from Harvard University.Jeffrey W. Trudeau, CFA, brings over 20 years of financial services experience to the team. He serves as a Senior Portfolio Manager focused on individual equity and fixed income security analysis, portfolio construction and portfolio management. Mr. Trudeau also acts as KRIM’s Senior Trader, with the primary goal of achieving best execution on behalf of our clients. He graduated magna cum laude from Eastern Washington University earning his B.S. n both finance and management with a minor in economics. He is a Member of the CFA Institute, and also served as past Vice President to the CFA Society of Spokane. Mr. Trudeau is also a Member of the firm’s board of directors.

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