Neil Kochen

Functions as a College/University

MMLIS generally relies on third parties to provide the underlying analysis to determine whether a mutual fund is eligible to be recommended in an advisory program. The firm may also recommend mutual funds and, in some cases, ETFs, variable annuity sub-accounts, individual equities, individual fixed income securities and managed accounts to fulfill strategies. They may provide advice regarding asset allocation strategies and may recommend focused or completion strategy portfolios primarily to complement an existing investment strategy.

Functions as a College/University

Alpha Equity Management specializes in quantitative strategies designed to generate excess return through all market cycles. We offer institutional and individual investors a full spectrum of diversified equity investment options across a variety of asset classes and risk profiles. Their investment approach is based upon an investment philosophy that combines cutting-edge academic research and time-tested experience. Their proprietary DIFF ModelTM (Dynamic Integrated Factor Forecasting) enables them to give appropriate weight to the factors that are most likely to lead to risk-adjusted excess return based on the current market environment. Though not limited by sector Alpha Equity Management tends to invest in US and European companies across all market-caps in the finance, manufacturing, retail, communications and health technology sectors. The firm maintains a very high turnover rate.

Copernicus International specializes in the management of investment strategies designed to provide high net-worth and institutional investors with an array of extremely diversified equity investment options. Their investment approach combines cutting-edge academic and quantitative research and time-tested experience with a hybrid of hedge funds and long-only managers. Copernicus focuses on the 130/30 space.