About Us

WHO WE ARE

Fund Architects provides professional asset allocation models and management to financial advisory firms. We are a discretionary, fee-based money management firm providing objective investment advice. Our clients include:

• Broker/Dealers
• Insurance Companies
• Qualified Plan Providers
• Registered Investment Advisors

Fund Architects has relationships with most major custodians and clearing firms and is able to work with self-clearing and trust accounting operations.

VISION

Fund Architects' mission is:

Building dynamic portfolios for today's ever-changing global markets.®

The portfolios are constructed from a broad universe of managers using state-of-the-art fund selection and asset allocation tools.

Global. Dynamic. Independent.

We believe all investors should own a piece of the dynamic global economy. The global market is the foundation of our investors’ portfolios, for it is one of the most powerful ways to diversify. Our strategic targets call for 40% exposure to international equities, fixed income and real estate.

Economic cycles and valuations typically drive financial markets. Our understanding of these factors combined with in-depth knowledge of asset allocation techniques is vital to the way we construct and position portfolios as well as mitigate risk. Fund Architects diversifies investors assets in those asset classes and strategies we believe will most likely provide the best overall risk-adjusted returns for the portfolio. We will dynamically manage these exposures based on our assessment of financial markets and economic conditions.

Fund Architects is an independent investment advisory firm. We receive no payments or benefits from the fund companies we select for our portfolios – we are not limited by business relationships or shelf space. We use our investment criteria to select appropriate funds and vehicles from among thousands that are available.

COMMITMENT

We are committed to providing our clients with asset allocation products that support their role as a financial guide for their clients. Building diverse, actively-managed products is the foundation of our investment strategy. Our superior investment products can be used to help build a financial plan that helps your clients meet their goals and you build your business.

OFFERINGS

Flexible Unique Asset Allocation Models for:

• Separate Accounts
• Retirement Management Services
• Private Money Management