Terry Rau

Professional at Arcadia Investment Management Corp.

Terry Rau

Terry Rau

Professional at Arcadia Investment Management Corp.

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Former President & Chief Executive Officer at Founders Bank & Trust

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Wealth Advisor at Financial Advisory Corp.

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Former Vice President & Manager-Wealth Management Group at Founders Bank & Trust

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Former Marketing Coordinator at Founders Bank & Trust

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Former Portfolio Manager & Officer at Founders Bank & Trust

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Former Associate Portfolio Manager at Founders Bank & Trust

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Former Assistant Controller at Crowe LLP

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Affiliated Expert at Analysis Group, Inc.

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Chairman & Chief Executive Officer at Cass Holdings LLC

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Former Loan Closing Coordinator at Founders Bank & Trust

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Terry Rau
Professional at Arcadia Investment Management Corp.
Education
BS in Finance & Mathematics
Class of 1979

Central Michigan University (CMU) is a public research university in Mount Pleasant, Michigan. Established in 1892, Central Michigan University is one of the largest universities in the state of Michigan and one of the nation's 100 largest public universities. It has more than 20,000 students on its Mount Pleasant campus and 7,000 students enrolled online at more than 60 locations worldwide.

Illinois Institute of Technology is a national, technological, Ph.D.-granting research university, with world-renowned programs in engineering, architecture, the sciences, humanities, psychology, business, law, and design. Founded in 1940 and tracing its roots back to the 1890s with the foundings of Armour Institute of Technology and Lewis Institute, IIT brings a focused, interdisciplinary approach to education, including the Interprofessional Projects Program.

Career History
Professional
Tenure Unconfirmed

Arcadia Investment Management Corp. (AIMC) offers both equity and fixed-income investment strategies.The firm employs a long-term equity investment approach. AIMC conducts direct, fundamental research to identify, purchase and hold companies that will provide real inflation adjusted returns that are consistent with the client's performance benchmark.Portfolios are customized to meet each client's investment objectives and risk tolerance. AIMC uses a bottom-up stock selection process that emphasizes the fundamentals of each company. They seek to identify companies with: (1) business models that produce consistent, sustainable revenue growth (2) strong earnings growth that is driven primarily by revenue growth (3) financial strength and high quality balance sheets (4) leading market shares within an industry (5) substantial ownership by company management and (6) reasonable valuations. AIMC purchases and holds the stocks of companies with attractive p/e multiples relative to the long-term earnings growth rate. Though not limited by sector, the firm tends to invest in the stocks US mid-cap and large-cap companies in the health technology, technology services and retail sectors. Companies are sold when fundamental changes threaten the company's long-term growth potential. AIMC maintains a very low turnover rate.The firm's fixed-income investment approach seeks to provide predictable income and to offset equity market volatility, through investments in high-quality instruments of short-and intermediate-term maturity. AIMC invests in bonds with a rating of 'A' or better. They look for bonds with stable to improving credit quality, attractive interest rate spreads and appropriate durations, AIMC purchases and hold bonds with appropriate quality and duration. Bonds are sold when fundamental changes threaten the company's credit rating.

Vice President & Senior Portfolio Manager
Prior - 2015

Founders Bank & Trust is committed to the pursuit of steady, consistent, and above-average growth over the long-term. They are not market timers. The firm begins each relationship with a thorough assessment of the client's needs, focusing on financial goals, their order of importance, and how soon they can be achieved. Founders Bank & Trust also considers each client's willingness and ability to take risk and identifies whether their needs are best served through an investment approach that is conservative, moderate, aggressive or somewhere in between. Founders Bank & Trust does not have proprietary mutual funds. They offer a variety of no-load, independent mutual fund families, in addition to managing portfolios of individual stocks and bonds.

Professional
1979 - Prior

Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. More than 60,000 professionals in 40 countries combine local market expertise with Merrill Lynch’s substantial global product resources, technology and capital.

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