John Bruce

FBP is a value manager that invests primarily in the stocks of high quality, large-cap companies with historically low valuations, temporarily depressed fundamentals, a lack of investor support, and a catalyst for improvement. The firm looks for income with high quality dividend-paying securities that focuses on dividend growth, coupled with conservative covered call strategies.

Provides brokerage services

Functions as a College/University

CFIA constructs proprietary ETF investment Portfolios using strategic, tactical, and opportunistic asset allocation techniques. Their investment philosophy emphasizes macroeconomic research in creating an active asset allocation strategy. This strategy is implemented through unique time and risk-based Portfolios. The firm has also developed a dynamic volatility strategy that utilizes a rules-based methodology with a qualitative overlay to build incremental positions that are either long or short in volatility using ETFs/ETNs. They are either long or short, but never both. CFIA primarily utilizes index-based ETFs, which are passive managed investments, in order to gain diversified exposure to a desired asset class or category.