Rusty Vanneman

FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.

Provides brokerage services

Provides information, news, and technology solutions to the financial community

Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.

CLS is an ETF strategist that offers investment strategies that span multiple investment styles and are designed to serve clients with varying degrees of active management. The investment strategies can be classified into two main management styles, Risk Budgeted or Focused, and can be used for clients who have one or more of the following investment objectives (which change over their investing lifetime): Accumulation, Income, Protection and Tax Management.

Functions as a College/University

Strategic Advisors manages the Strategic Investing Long-Short Fund, a no-load mutual fund with the primary objective of capital appreciation. Managing volatility and market risk is a secondary objective. The fund is operated in two parts: a conservative long-only portfolio that emphasizes strong stocks with selling guidelines to help prevent large losses and an aggressive portfolio for core holdings and intermediate trading, both long and short. The fund is designed to profit from rising and falling markets. The fund invests globally in stocks across all market-caps and in ETFs. The aggressive portfolio may invest in futures and options, may trade on margin and may sell short. To protect investors, the fund may go entirely to cash during times of market crisis. Strategic Advisors uses an asset allocation strategy that is based on an analysis of long-term economic and financial factors that affect the world economy. The firm also analyzes both technical and fundamental forces and trends. Their analysis of securities and derivatives markets relies on some or all of the following inputs: (1) economic growth rates in major economies (2) demographic trends in major economies (3) political changes in major economies (4) momentum and trends in major financial markets and (5) appreciation of the impact of innovation.

OPS utilizes specific qualitative and quantitative screening criteria to identify appropriate Strategists for the Strategist Program. The quantitative review focuses on the performance and track record of the Strategist as compared against benchmarks. Their qualitative analysis reviews information surrounding the operations of the Strategists, including history, experience, firm size and structure, investment analysis and decision-making process, and portfolio risk review.

Brinker creates an asset allocation that aligns the client's objectives with investment strategies using investment disciplines that are suitable for achieving the client’s stated goals. Their Asset Allocation Committee meets regularly to determine forward-looking portfolio positioning and key investment themes. In following its asset allocation process, the firm strives to (i) achieve the client’s return objectives given the client’s risk tolerance and (ii) establish permissible concentration levels for assets in specific asset classes. For discretionary portfolios, each program will be managed within the stated ranges for each major asset class.