FEAM50 Strategy is a large capitalization growth strategy focused on producing solid risk-adjusted returns over an economic cycle. The FEAM50 strategy utilizes a structured investment process consisting of quantitative screening, bottom-up fundamental analysis and top-down evaluation of future economic activity. The resulting strategy typically consists of 50 equally weighted holdings. We seek out holdings which we believe are characterized by a high level of profitability and earnings growth rates, high quality and predictability of earnings and shares that trade at a reasonable valuation relative to their expected earnings growth rates. At the discretion of the investment advisor, the composite may have fewer than 50 holdings, or be in a portion or all cash or cash equivalent position, due to existing market conditions. The weightings of the portfolio holdings will vary based on market conditions and other factors; however, the strategy will be rebalanced periodically to restore the equal weighting.

Diversified Global Strategies (DIGS) are long-biased, diversified, large capitalization growth strategies seeking to produce consistent returns with well controlled risk. The DIGS combine a proportion of the FEAM50 Strategy with FEAM's Risk Control Module (RCM), a selection of statistically diversified global Exchange Traded Funds (ETFs). The FEAM50 seeks to provide solid risk-adjusted returns over an economic cycle; the RCM provides global diversification with synthetic short characteristics, with the goal of providing significant downside protection.

Active Portable Alpha Strategies (APA) are long-biased, leveraged, diversified, large capitalization growth strategies seeking to produce high total return with well controlled risk. The Active Portable Alpha Strategies combine a leveraged FEAM50 Strategy with FEAM's Risk Control Module (RCM), a selection of statistically diversified global Exchange Traded Funds (ETFs). The FEAM50 component is leveraged seeking significant upside potential. The RCM component provides global diversification with synthetic short characteristics, seeking to offer significant downside protection.

Fixed Income Strategies utilize a top-down investment style for managing fixed income portfolios. Fixed income advisory accounts are managed to meet each client's objectives, investment policies, residency, federal and state income tax requirements, and other specific needs. Taxable and tax-free securities may be combined to produce the most attractive after-tax income for the client.

 

 

 

 

 

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