Patrick Michael Tucci

FIMC offers a wide array of investment products and services. The principal investment strategy for fixed income includes cash management and purchase of short duration US government securities and high quality corporate debt. Equity strategy invests in common stocks that offer the potential for capital growth, current income or both. When purchasing equities, the account generally seeks to invest in common stocks of large-, mid-, and small-size companies that have a history of paying dividends. When the account cannot identify dividend-paying stocks that it finds attractive, it may invest in non-dividend-paying stocks. When purchasing equities, the account generally uses a bottom-up approach to selecting investments.

EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment.

Cutwater Investor Services specializes in fixed-income asset management. The firm offers traditional fixed-income investment strategies and manages investments in structured finance securities. Cutwater's Traditional Strategies Group provides retail and institutional investors with investment services ranging from money market vehicles to broad multi-sector fixed-income strategies. Their take a long-term approach to identifying value in the fixed-income markets. Cutwater offer traditional fixed-income strategies in the following formats: separate accounts, institutional funds and retail mutual funds. These strategies include: (1) Local Government Investment Pools (2) Total Return (3) Insurance and Tax Efficient and (4) Bonds Funds. Cutwater's Local Government Investment Pools focus on safety, liquidity and yield for investment of public funds. These strategies involve active management of portfolio exposures to maximize risk-adjusted returns. The firm's Insurance and Tax Efficient strategies provide exposures managed to match liabilities or maximize after-tax returns. Their Bond Funds are income-focused, closed-end funds managed with the goal of providing a high level of income. Cutwater's structured finance strategies include: (1) Alternative Products/Funds (2) CDO Management (3) liability-Driven Investments and (4) Structured Funding Platforms. The firm's Alternative Products/Funds employ opportunistic strategies that seek attractive relative value and risk-adjusted returns through investments in ABS. They are a leader in leader in the purchase, structuring and management of complex CDOs. The firm employs proprietary models to manage Liability Driven Investing (LDI) strategies for a diverse client base. Cutwater manages structured finance platforms off a single, integrated desk, providing clients and investors with structuring, marketing and management across a range of industry sectors including bank/finance, structured/ABS, CDO/CSOs and public funding.

Functions as a College/University