Jack McDonald

CFM seeks to outperform benchmarks in a risk-controlled way, matching every client to their unique risk tolerance. The firm creates a well-diversified portfolio for each client, based on their goals, time horizon, and tolerance for risk. They follow a principal protected investment strategy and invest in a breadth of asset classes, including individual stocks, mutual funds and ETFs, alternative assets, and fixed income. For the stock portion of the portfolio, CFM chooses equities that offer growth at a reasonable price (GARP). The firm uses active managers and/or ETFs for small-cap, international, and alternative assets and strategies. For fixed income, they utilize individual bonds, funds, and ETFs.

Lido utilizes an integrated wealth management approach to seek to help their clients achieve their financial goals while aiming to reduce market risks and manage volatility. The firm uses an integrated wealth strategy that involves tailored investment services that, among other things, select assets for their clients that are less correlated to one another. These assets include not only the traditional asset classes such as fixed income, equities, and cash, but also real estate debt, foreign securities, American Depository Receipts, hybrid offerings, and Alternative Investments, such as Liquid and Non-Liquid Alternative Investments and Non-Liquid Fixed Income investments.

Functions as a College/University