Keith Lee

ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach.

Provides investment advice

ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach.

OFI focuses on delivering long-term results through active management and seeing opportunities where others may not. The firm’s methods of security analysis may include economic analysis, fundamental analysis, technical analysis, quantitative analysis and top-down analysis. OFI’s investment strategies may also be guided by (a) the investment objectives, policies, strategies, and restrictions set forth in an advisory or sub-advisory agreement, (b) any offering document or other governing document applicable to a client for whom OFI provides advisory services, and (c) applicable legal and regulatory requirements. OFI offers investment strategies in the following broad asset classes: equities, fixed income, alternatives and multi-asset. Equities include main street equity, small and mid cap growth equity, value and income equity, emerging markets equity and global equity. Fixed income has investment grade debt, high yield corporate debt, global debt, Rochester municipals, multi-sector fixed income and cash strategies. Alternatives asset class includes alternative strategies, real estate, gold and special minerals and global infrastructure securities.