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MP ADVANTAGES

DYNAMIC VS. STATIC ALLOCATION

FEG seeks to add alpha through dynamic asset allocation decisions that overweight asset classes with an opportunity to out-perform in the mid- to long-term time frame. We seek to take advantage of opportunities driven by valuation adjustments, market sentiment, investment styles, market capitalization, and geographic exposure.

ACCESS TO HEDGE FUNDS

Many of our portfolios offer advisors access to hedge funds and strategies with difficult-to-reach managers.

OBJECTIVE AND INDEPENDENT

FEG is big enough to provide institutional breadth and depth, but small enough to remain objective and independent. We are a 100 percent employee-owned firm. We do not accept monetary compensation from investment managers, mutual fund companies, or brokers in exchange for inclusion in our portfolios.

INNOVATIVE APPROACH TO DIVERSIFICATION

Conventional portfolio theory states that more asset classes equal more diversification. While on the surface this belief rings true, it doesn’t necessarily hold in times of crisis. Furthermore, there is a fine line between diversification and over-diversification. Diversification can reduce risk, but over-diversification may do so at the expense of outperformance.

FEG’s research on portfolio diversification strives to provide true sustainable diversification without sacrificing performance. We base our diversification on the fundamental drivers of correlation, instead of the absolute quantity of funds, and we incorporate alternative asset strategies, such as hedge funds.

LOW-COST SOLUTION

Our portfolios combine both active and passive management. Passive management provides low-cost and targeted beta exposure while active management seeks to provide higher-than-average returns.