Kittiwat Sripom

Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.

Libbie Agran Financial Services & Seminars takes into account both qualitative and quantitative factors when selecting investments. They analyze the trends of short-term and long-term interest rates, the consumer price index, the wholesale price index, the index of leading indicators, the gross domestic product, and other business indicators to determine the direction of the economy and the timing of purchases and sales of investments. Libbie Agran's method for selecting individual investments is based on fundamental analysis of corporate balance sheets, income statements, cash flow statements, and earnings estimates. Investments are analyzed as to their tax consequences and they firm seeks tax counsel when necessary.^

Functions as a College/University

HC allocates a client’s investment assets among various asset classes and securities, in accordance with the client’s specific goals, time horizon and investment constraints. The firm employs an investment approach that combines a blend of investment strategies into a proprietary investment platform they refer to as “CorePlus” strategy. The Core portion of HC’s CorePlus investment platform consists of mutual funds, ETFs and/or individual securities. The Plus aspect includes a variety of more specialized investment strategies and programs. Plus strategies are only recommended based on strict suitability criteria and are used when HC believes more traditional strategies may not achieve the desired outcome.