Nathan Simons

FTA is a bottom-up manager with an investment philosophy that is based on the belief that a company’s long-term value is determined by the cash flow it generates. The firm’s investment process utilizes both quantitative and qualitative analysis to assess a company’s ability to generate cash flow and its current valuation relative to intrinsic value. Investment strategies involve one or more equity or balanced strategies.

ECM uses several approaches to select and manage their clients' assets. The firm’s selection of assets for their clients can range from computer-generated analysis to analysis of balance sheets and cash flows, to the quality of management and their ability to efficiently and effectively allocate capital based on various internal projected returns of such allocated capital. In selecting securities or other assets for their clients, they use a quantitative approach which is not dictated quantitative approach.

Functions as a College/University

Operates as a membership organization that provides life insurance and annuities services