Fee Only Financial

Multi-Strategy Allocations

ffweb — Wed, 26 Jan 2011 17:57:58 +0000

The Multi-Strategy Allocation Series by FormulaFolios are privately managed investment accounts powered by multi-factor quantitative investment models. By using a rules based, process-driven model, emotions are removed from the investment process thus increasing the statistical probability of success.

Multi-Strategy Allocations are combinations of six separate market neutral total return investment models that exclusively utilize exchange traded funds and index mutual funds in an attempt to generate consistent investment results in all market conditions. The securities chosen come from a broad spectrum of global asset classes including traditional index funds, global equity funds, income funds, commodity funds, and inverse index funds.

VaR Allocations

ffweb — Wed, 26 Jan 2011 17:57:14 +0000

FormulaFolios VaR Allocation Series is a quantitatively managed portfolio of exchange traded funds and cash equivalents. FormulaFolios’ proprietary step-by-step mechanical approach to selecting positions eliminates emotional trading and is designed to only select above average positions based on both fundamental and technical indicators.

The investment strategy utilizes 8 separate global markets to define a tactically chosen asset allocation model. Unlike traditional asset allocation models that are static in weightings, the VaR methodology continually measures the risk and opportunity of each asset class to dynamically change the asset allocation each month. Using no outside leverage or margin, the strategy seeks to identify the most probable direction of major US equity markets, as well as the most statistically probable global asset classes for generating maximum total investor returns.

Complete Allocations

ffweb — Wed, 26 Jan 2011 17:56:20 +0000

FormulaFolios Complete Allocations are privately managed investment accounts powered by multi-factor quantitative investment models. By using a rules based, process-driven model, emotions are removed from the investment process thus increasing the statistical probability of success.

There are 12 separate and unique multi-factor investment models used in the composition of FormulaFolios Complete Allocations, which reduces the possibility of model failure and increases the stability of expected returns. The ultimate goal of FormulaFolios is to substantially outperform market averages on a risk adjusted return basis.

An Introduction to RPA

ffweb — Mon, 08 Feb 2010 04:32:07 +0000

A big part of what makes FormulaFolios work is our unique approach to risk management. One component of this is a macro economic model we developed to more clearly understand the real health of the US Economy. This video serves as an introduction to the model, why it works, and what the benefits are to investors.

Individual Investors

ffweb — Mon, 23 Nov 2009 13:52:43 +0000

Our Strategies primarily benefit individuals such as; retirees, professionals, business owners and people with investable assets of 250k or more. We tailor portfolios that meet investor’s goals, risk tolerance and time horizon, while always maintaining our fiduciary responsibility. Your interest comes before ours.

Institutional Investors

ffweb — Mon, 23 Nov 2009 18:52:24 +0000

If you are a retirement plan sponsor (401k, pension ..etc) or trustee, you have a fiduciary responsibility to keep fees low and meet performance goals. We offer bundled or unbundled services on an open architecture platform. Our services are completely transparent with assets held a national custodian.

Smarter Investments

ffweb — Mon, 23 Nov 2009 18:51:59 +0000

Learn and understand more about your Investment Advisor, Steven Floyd, Principal.