Andrew Michael Shepard

Functions as a College/University

WTA implements a comprehensive, goals-based financial strategy. The firm builds well-designed portfolios that work across market cycles to support their client's life and financial goals.

RINET Co. employs a manager-of-managers approach that includes all asset classes and all investable countries. The firm does not invest in individual securities but instead, develops several model portfolios (aggressive growth, growth, growth and income, income with moderate growth and income with capital preservation) that are built around mutual funds, ETFs, separate account managers, fixed income and alternative investments as well as some private equity, real estate and hard assets and tactical positioning.

Federal Street Advisors'' investment approach is based on fundamental analysis and includes elements of modern portfolio theory. They determine a rate of return objective and an appropriate risk tolerance for each client. Then they develop an asset allocation, and funds or managers within each asset class, they believe will produce the desired return without exceeding the client’s risk tolerance over the long-term (15 years or more). Federal Street Advisors'' generally recommends that clients invest through separate account managers who manage investments in individual stocks or fixed-income securities; mutual funds including ETFs that invest primarily in such stocks or securities; and/or other pooled funds, including hedge funds and private equity funds. These managers and funds, in turn, invest in individual stocks, debt securities, or other investments. In some cases, the firm also recommend that a client invest in a hedge fund-of-funds sponsored and managed by an affiliate.