Danny Mack

FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.

Stadion’s investment strategies emphasize asset protection as well as asset growth. Their investment decisions are made using a process designed to be disciplined and objective. The firm's investment approach is generally designed to react to current market conditions, not predict future market conditions.

Functions as a College/University

Core aims to generate consistent uncorrelated returns in all market environments with an enduring focus on risk management for long-term investors. The firm’s investment strategy seeks capital appreciation and capital preservation with a low correlation to the broader US equity market. In pursuit of this objective, they use a combination of several strategies to produce capital appreciation while reducing risk exposure across market conditions. Under normal market conditions, at least 80% of the value of the portfolio assets (plus borrowings for investment purposes) will be invested in individual equities and ETFs and a portion of the portfolio will be invested in several options positions.