FFA utilizes a top-down approach in arriving at the appropriate construction of a client’s portfolio. Extensive client interviews and the compilation of historical and projected personal financial statements are essential elements in understanding an individual’s objectives and risk tolerance. It is our belief that asset allocation and portfolio construction can only effectively begin once a rigorous financial evaluation has been completed.
FFA constructs a portfolio tailored to a client’s specific needs once a client’s financial condition, risk tolerance and objectives are established. The portfolio construction is based on certain guiding principles with the objective of outperforming applicable benchmarks while minimizing downside risk and portfolio volatility.