Strategies

F/m provides a spectrum of allocation strategies. Each strategy in the F/m investment roster may serve as a distinctive portfolio or allocation solution within its asset class. Each strategy is available in one or more delivery structures.

Investment Strategy

Large Cap Focused

Investment Manager

Integrated Alpha

Literature

i

Fact Sheet

Highlights

Concentrated large cap portfolio. Manager seeks stocks with both fundamental strength—accelerating revenues and earnings—and technical strength. Manager’s QuantActiveTM process seeks to combine the benefits of quantitative and active approaches.

Investment Vehicles

SMA

Investment Strategy

All Cap Focused

Investment Manager

Integrated Alpha

Literature

i

Fact Sheet

Highlights

Concentrated all cap portfolio. Manager seeks stocks with both fundamental strength—accelerating revenues and earnings—and technical strength. Manager’s QuantActiveTM process seeks to combine the benefits of quantitative and active approaches.

Investment Vehicles

SMA

Investment Strategy

Long/Short Equity

Investment Manager

Integrated Alpha

Literature

i

Fact Sheet

Highlights

Focused long/short portfolio. Seeks to enhance returns and reduce volatility with exposure target of 130% long and 60% short.

Investment Vehicles

SMA

Investment Strategy

Intermediate Municipal Bond

Investment Manager

Genoa Asset Management

Literature

i

Fact Sheet

Highlights

Seek income and total returns through customized portfolios of high-grade, tax-exempt municipal bonds.

Investment Vehicles

SMA
UMA

Investment Strategy

Enhanced Municipal Bond Ladder

Investment Manager

Genoa Asset Management

Literature

i

Fact Sheet

Highlights

Seek consistent cash flow and reinvestment opportunities through enhanced laddered portfolios of high-grade, tax-exempt municipal bonds.

Investment Vehicles

SMA
UMA

Investment Strategy

Opportunistic Income

Investment Manager

Genoa Asset Management

Literature

i

Fact Sheet

Highlights

“Go anywhere” strategy seeks to maximize total return, including both income and appreciation, by identifying undervalued and opportunistic sectors and securities in the US fixed income markets.

Investment Vehicles

SMA
UMA

Investment Strategy

Quality Income

Investment Manager

Genoa Asset Management

Literature

i

Fact Sheet

Highlights

Seek enhanced income and total returns through customized portfolios primarily of high-grade US taxable bonds.

Investment Vehicles

SMA
UMA