Customized Financial Analysis
Fundamentum is the internal asset management division of Stratos. The diverse selection of investment styles offered by Fundamentum allow our partners to find the right investment for any client. While striving to provide adaptive investment management is our primary goal, we also believe that supporting our advisors through consistent and transparent communication is critical to pursuing investment success. Our support does not stop with communication, as the entire investment team is available to our advisors and their clients to answer any questions they may have about their accounts, our strategies, our outlook for the markets or any other investment related topics.
For our partners we provide a plethora of investment related services including but not limited to:
- Investment Management
- Portfolio Analysis and Comparisons
- Weekly calls with our CIO and portfolio managers
- Advisor calls/meetings with mutual fund managers
- Advisor Dashboard which allows advisors to manage their Fundamentum accounts and access all of our resources (commentaries, trade rationales, performance info, presentations, marketing pieces etc.)
- Sales support in winning institutional business (RFP’s, board meetings etc.)
- Transition support for new/potential Stratos advisors (account mappings, platform information etc.)
- Speaking engagements for client appreciation events
- Our strategies fall into one of three categories: Value, Quant and Hybrid.
Value – Our value strategies are created by marrying our macro team’s asset allocation* and macro outlook with our micro team’s rigorous investment and manager selection process. These strategies are designed with a distinct tilt towards value/fundamental investing**. Our goal is to work towards creating a portfolio that strives to outperform in down and sideways markets while lagging in strong bull markets.
Quant – Our quant strategies are the result of taking a top down¹, rules based approach to asset management. Fundamentum’s Quant team uses their proprietary algorithms to generate buy/sell signals on specific segments of the market. These strategies focus on concentrating portfolios in the best performing market sectors during periods of high returns. Our goal for these strategies is that they will seek to outperform in strongly trending markets (up or down) but lagging in times of choppy, sideways markets.
Hybrid – Our Hybrid strategies are a unique offering to Fundamentum. These strategies combine both quant and value into the same account. Since value and quant (momentum) have been shown to be negatively correlated (“Value & Momentum Everywhere”, Asness, Moscowitz & Pederson, 6/2013 Journal of Finance) the combination is designed to provide a truly unique approach to managing overall risk.***
For more information about any of Fundamentum services or strategi
*Asset allocation does not ensure a profit or protect against a loss.
**Value investing is a strategy of selecting stocks that trade for less than their intrinsic values. Value investors actively seek stocks that trade for less than their intrinsic values. Value investors actively seek stocks of companies that they believe the market has undervalued. Fundamental investing is a method of evaluating a security that entails attempting to measure its intrinsic value by examining related economic, financial and or other qualitative and quantitative factors.
***There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
¹Top Down Investing: An investment approach that involves looking at the big picture in the economy and financial world and then breaking those components down into finer details. After looking at the big picture conditions around the world, the different industrial sectors’ EFTs are analyzed to select those that are forecasted to outperform the market.
For more information about any of Fundamentum services or strategies, please contact us at firstname.lastname@example.org.
CHIEF INVESTMENT OFFICER
Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos, an Advisor run organization that specializes in the practice and execution of financial planning and implementation services. Stratos is a national network of distinguished, experienced financial planning practitioners spread throughout the country and powered by LPL Financial, member FINRA/SIPC.
In his current role Dan is responsible for the investment policy development of the firm, with a focus on portfolio construction, tactical asset allocation*, portfolio implementation, and on-going risk analysis for affluent clients and foundations. He also oversees the research and manager selection process between Stratos and its numerous affiliated investment management firms. Dan acts as a key resource to Stratos advisors’ and their clients in the development of efficient, optimal, and risk-adjusted portfolios to meet their clients’ objectives.
Prior to joining Stratos, Dan was a Portfolio Manager and Director at JPMorgan’s Private Wealth Management Group. There he constructed and managed portfolios for ultra high-net worth clients and foundations. Prior to his tenure at JPMorgan, Dan was a Portfolio Manager at KeyBank in the same capacity.
Dan earned his M.B.A degree with concentrations in Finance and Statistics from the Johns Hopkins University in Baltimore, Maryland. He holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 through LPL Financial.
Dan spends his personal time enjoying his family, traveling, and participating in outdoor activities. Dan sits on numerous charitable boards throughout the Cleveland area.
*Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction costs. Investors should consider the tax consequences of moving positions more frequently.