Bob Shea

American Independence offers the following investment strategies through their SMA platform: Large-Cap Value, Risk Managed Allocation, and Macroeconomic Assessment of Risk (MAR) Tactical Strategies (Tactical Conservative, Tactical Moderate Growth, Tactical Growth and Tactical Aggressive Growth). American Independence launches and manages a variety of funds including the MAR Tactical Funds, the American Independence Stock Fund, the Laffer Dividend Growth Fund, the manage the Risk-Managed Allocation Fund, the Kansas Tax-Exempt Bond Fund, the American Independence International Alpha Strategies Fund, the US Inflation-Indexed Fund, the Boyd Watterson Core Plus Fund, and the Boyd Watterson Short-Term Enhanced Bond Fund.

Functions as a College/University

Tegean employs an opportunistic, value-oriented long/short investment approach. The investment objective of the Funds is to outperform the broad equity and hedge fund indices, while guarding against permanent impairment of capital. Security selection is driven by a fundamental bottom-up research approach which aims to identify opportunities with asymmetric risk/reward profiles as well as potential catalysts that can positively or negatively impact valuations. Investment ideas are primarily expressed through directional exposures to corporate equity and debt securities and their related derivatives.

Provides investment advice

Abacus FCF uses a proprietary process to help guide investment decisions. Most of their strategies are actively managed and primarily invest in equity securities of US or foreign companies with liquidity and fundamental characteristics that are historically associated with superior long-term performance. They leverage the free cash flow-based FCF Quality Model (FCFQM) to spotlight “quality” companies with the greatest chance of delivering market-beating returns to investors. These companies tend to have very high environmental, social and governance (ESG) scores. The outputs from the FCFQM analysis are used to develop and manage a broad range of investment solutions.

DWM or the designated financial intermediary is responsible for the creation of a series of models with varying asset allocations and risk profiles. To implement the models, the firm conducts initial and ongoing due diligence on research providers that provide their own model portfolio allocations. In addition, DWM may select mutual funds, individual stocks, and/or ETFs for each model. To implement the models, the firm has selected an Overlay Manager responsible for performing the buy/sell transactions.

Donoghue Forlines offers a different approach that employs both technical analysis and tactical asset allocation strategies. The firm utilizes proprietary mathematical modeling and top-down fundamental research to construct investment solutions.

Provides investment advice