INDIVIDUAL STRATEGIES
FF Large Cap
A quantitatively managed, low turnover portfolio of individual equities. Holds up to 20 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size. Benchmark S&P 500
FF Mid Cap
A quantitatively managed Low turnover portfolio of individual equities. Holds up to 40 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size. Benchmark S&P 400
FF Small Cap
A quantitatively managed Low turnover portfolio of individual equities. Holds up to 40 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size. Benchmark Russell 2000
FF International
A quantitatively managed Low turnover portfolio of individual equities. Holds up to 40 individual securities and can be heavily invested in cash at times. Fundamental and global macro factors determine composition and position size. Benchmark MSCI EAFE
FF Market Rotation
A tactical allocation exchange traded funds(ETF).Benchmark DJHF Market Netural.
FF 2.0
FF2.0 is an aggressive, market neutral portfolio of ETF's. It is designed to capitalize on both up and down moves in the broad US stock market. Benchmark DJHF long/short
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ALLOCATION STRATEGIES
Aggressive
Long term growth investment objective. 70% traditional equities, 30% total return growth.
Moderate Aggressive
Long term growth investment objective. 56% traditional equities, 24% total return growth, 20% income.
Moderate
The Moderate is the flagship allocation strategy, utilizing some components of all sub-models. It is invested 36% traditional equities, 24% total return growth, and 40% Income 50.
Moderate Conservative
The second most popular allocation strategy. It is invested 24% traditional equities, 16% total return growth, and 60% Income 50.
Conservative
Portfolios description here
Income 50
Income 50 uses two underlying models to invest in income ETFs with a total return objective. It is slightly more aggressive than the Income 70
Income 30
Income 50 uses two underlying models to invest in income ETFs with a total return objective. It is slightly more conservative than the Income 50.
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Have you ever wondered why the saying the “rich get richer and the poor get poorer” is true… well it is….up until now. Many investors and well paid advisors have been taught to put your money in a “well diversified basket of mutual funds”, because this will reduce your risk and provide for long term growth, or better yet, here is the latest and greatest hot stock to buy. We at Benchmark Capital Advisors Inc, simply disagree with these approaches. At the root of most investment decisions are emotions and lack of knowledge. Formula Folios, a systematic investment strategy, are designed to remove emotion and capitalize on mathematical probabilities. By studying fundamental security data, market index data, as well as economic data, Formula Folios offer a highly sophisticated yet transparent process for generating desirable risk adjusted returns. If fact many institutions like the Yale Endowment Foundation and individual investors such as; Warren Buffet use similar techniques and strategies. Our investment portfolios are composed of nine unique models that comprise seven separate Asset Allocation Strategies, each of which is percentage weighted to optimize for a risk adjusted rate of return. 
