Phil Lee

ICC Capital's investment products include: Multi-Cap, Core Value, Large-Cap Growth, International Equity, Mid-Cap Core, Sector Rotational Core, Core Fixed Income, Core Plus, TIPS and Wealth Management. ICC's Multi-Cap Equity strategy invests in US and foreign value and growth stocks of any market-cap. The strategy focuses concentrating portfolio exposure within broad market sectors and securities demonstrating market inefficiencies and trying to capitalize on them before they revert to a condition of rational pricing. ICC's Core Value Equity uses a quantitative approach to avoid human bias and invests in US and foreign value stocks of any market-cap. ICC's Large-Cap Growth strategy seeks to exploit benchmark abnormalities by overweighting or underweighting the sectors in the benchmark. It invests in US and foreign growth stocks of any market-cap. The Mid-Cap Core strategy seeks to realize above-market, long-term returns through bottom-up fundamental research and stock-picking. It invests in mid-cap stocks (although the portfolio may hold up to 40% in large-cap stocks). [ICC's International ADR Equity strategy starts with top-down analysis that monitors regional and country specific conditions to judge a country’s overall attractiveness for investment and drives country allocation bets relative to the Bank of NY ADR Index based on a particular country’s rating in ICC’s model. The firm's Core Fixed-Income strategy seeks to maximize yield and allow the opportunity for capital appreciation through duration, issue and yield curve management. Portfolios are concentrated in Treasury, Government Agency and investment grade corporate bonds. The Core Plus strategy seeks superior long-term investment returns and short-term capital gains to enhance underlying cash returns. It may purchase any bond, preferred stock, convertible bond or other fixed income security with a credit rating of BB+ or better by at least one rating agency. All purchases or sales of securities are hedged on a duration neutral basis with the appropriate corresponding Treasury Bond. ICC's Sector Rotational Core Equity fund seeks attractive opportunities across sectors, styles and market-caps in the US market. It uses a multi-factor quantitative model along with technical and macroeconomic analysis to construct a portfolio. ICC's TIPS strategy seeks to provide clients a safe and inflation-adjusted return of their capital by investing in high quality Treasury Inflation Protected Securities (TIPS). Their Wealth Management invests in US and foreign value stocks of any market-cap, along with bond index ETFs as a means to minimize risk.

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AGFUS may use different strategies when constructing client portfolios such as Core Absolute Return ETF Strategy; US Sector Rotation Strategy; Multi-Asset Income ETF Strategy; Hedged US Equity Strategy; Multi-Factor Hedged US Equity Strategy; Conservative ETF Strategy; Balanced ETF Strategy; and Growth ETF Strategy. These investment strategies are offered to clients as separately managed accounts, licensed model portfolios and, for certain investment strategies, open-end mutual funds. Clients may impose restrictions on investments in certain securities or types of securities.

Functions as a College/University

Provides brokerage services

Functions as a College/University

Provides investment advice