Adam Spector

Operates as a holding company which provides investment management services

SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies.

FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles.

Functions as a College/University

Functions as a College/University

Operates as a non profit organization for children's education

BGIMEL is a specialist investment manager that aims to pursue long-term value for their clients by offering a range of differentiated fixed income, equity, and alternative solutions. The firm employs top-down, macro-driven, value-seeking investment processes that identifies undervalued bond and currency markets with mean-reverting potential.