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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