William Leffingwell

Provides investment advice

Riggs manages large- and small-cap portfolios in a core style. Their large-cap portfolios managed to compare with the S&P 500 index. The Riggs small-cap portfolios are managed to compare with the Russell 2000 index. The firm strives to avoid the large swings in the fortunes of more specific styles that may move in and out of favor in the market. Riggs also offers bond and cash management. Their quantitative approach is focused on preservation of capital in periods of market volatility and yield enhancement in periods of relative market stability.

ASBCM’s advisory services encompass discretionary investment advice for strategies in equities, fixed-income securities and real estate investments. The firm is organized into two separate divisions: ASB Investment Management (ASBIM) and ASB Real Estate Investments (ASBRE). ASBIM offers several different strategies, including two equity and three fixed income strategies while ASBRE provides investment portfolios for clients to invest in commercial real estate properties on a pooled and individually managed basis. ASBRE invests in real property through the acquisition of both equity and debt interests on behalf of its clients.

FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles.

Functions as a College/University