Der Chyuan Hung

Functions as a College/University

State chartered commercial bank

MSJC creates custom strategies that seek to assist clients in achieving financial independence. Their investment strategies incorporate traditional and alternative investments, goal-based asset allocation and an after-tax focus.

University of Tennessee’s Endowment takes a long-term approach to investing. Its primary objective is to achieve an annualized return greater than the rate of inflation plus spending, while preserving capital through a full market cycle. To that end, it has implemented a disciplined strategy that incorporates both active and passive management, depending on the target market or manager strategy. The University works with an outside consultant to find managers that possess a repeatable strategy, solid investment culture, and emphasis on risk management. This approach, implemented under an active governance structure, enables the University to maintain its long-term, strategic focus and avoid the distractions of short-term market trends. Risk and performance are monitored on an ongoing basis.

Cfo4life creates a diversified portfolio (Asset Allocation Model) that is compatible with a client’s goals, objectives, risk tolerance and time horizon for investment. The firm focuses on allocating among three main asset classes: equities, fixed income, and alternative investments, which can include commodities, real estate, private equity, private debt, and hedge funds.