FFA Portfolios & Preservation of Purchasing Power

"Our independence and commitment to serve as our clients financial advocate and fiduciary as well as our unique infrastructure enable us to construct unbiased, non-conflicted portfolios. Only the best management teams that meet our criteria are selected as part of our FFA Portfolio's."

                               - R.Toelke, AIF® -

                   
  FFA Portfolio's are a Value-based Tactical Asset Allocation style consisting of actively managed mutual funds and passive allocations.

Why Protecting your portfolio in down markets is so important...

Did you know that if your portfolio sustains:

  • A 10% Loss you need 11% To Recover (BREAK EVEN)

  • A 30% Loss you need 43% To Recover

  • A 50% Loss you need 100% To Recover 

FFA's Investment Philosophy

  • Access to intensive  research from multiple sources and a disciplined process are critical to FFA's long-term investment success.
  • Global diversification expands our value opportunities.
  • Market Pricing Innefficiencies - A long-term approach allows us to be opportunistic of investments that are priced to our advantage.
  • Using a diversification of actively managed mutual funds and passive management  allows us to access some of the world's premier investment minds. No one organization has a monopoly on investment talent.
  • Investment plans should be customized to meet the objectives of each client.

                                                              

             A few of the benefits of using FFA

            Some of what we analyze:

  • Why a fund performed well in the past.
  • Whether the portfolio management team has an identifiable edge.
  • Whether past performance was due to luck or skill.
  • Whether the edge is sustainable.
  • Where the fund ranks on a fiduciary scale.


 
 

 

We would like to encourage you to contact us about our FFA Free Look Program.

 

Please contact our office for portfolio research methods, disclosures and further details! Portfolio allocations should be structured around your present and anticipated future personal risk parameters and goals rather than past performance. Performance data quoted represents past performance and does not guarantee future results. An investment policy statement should serve as the guideline. Life changing events should be addressed as they are anticipated or occur. Investments are not guaranteed. Charges, fees and expenses need to be considered before investing. Investment return & principal value will flucuate so that upon redemption, clients shares may be worth more or less than the original cost.