Head of Sales & Marketing

William Goslee
William Goslee
Head of Sales & Marketing

Institutional Contacts

Brian Gray
Brian Gray
Vice President
Matt Finke
Matt Finke
Institutional Client Development

Advisor Contacts

Jeremiah Whiteley
Jeremiah Whiteley
Vice President
Peter Moroni
Peter G. Moroni
Vice President

Matthew J. Boyko
Matthew J. Boyko
Internal Sales Associate

CORE STRENGTHS

At FEG, skill and integrity are the values driving our strengths. We have 25 years of experience advising institutions, and a well-established track record with our managed portfolios. Our stability, industry-leading portfolio construction, depth of research, and custom solutions set us apart from many of our competitors.

STABILITY

As a 100-percent employee-owned firm with 16 highly involved owners, FEG is structured as a broad equity ownership to endure for the long term. We are able to attract and retain outstanding investment professionals; the average tenure of one of our professionals is more than 10 years.

PORTFOLIO CONSTRUCTION LEADERS

While many rival firms offer portfolio construction, we stay ahead of the curve. We have a unique approach to asset allocation, built on Harry Markowitz’s Modern Portfolio Theory (MPT), but addressing some of its shortcomings in handling risk. By understanding and diversifying the sources of risk, we believe investors can better reduce portfolio risks, such as insufficient liquidity and excess leverage or debt.

DEPTH OF RESEARCH

Our team of highly credentialed, experienced and tenured analysts incorporates a wide range of strategies. We are especially proud of our ability to select stable, ethical managers, and our strength in evaluating hedge funds and private capital investments.

CUSTOM SOLUTIONS

FEG utilizes a multi-faceted approach to building custom solutions that help our clients meet their investment objectives.  Our service model incorporates both discretionary and non-discretionary solutions, as well as a combination of both. FEG's custom solutions focus on each client's unique needs and goals.

© 2014 Fund Evaluation Group, LLC
Ph: 513-977-4400 | information@feg.com

Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.

Page Last Updated: 04/28/2014