Focus Partners Advisor Solutions* is a TAMP and model portfolio strategist headquartered out of St. Louis, MO and has been serving financial advisors for approximately 30 years. Working with Orion Portfolio Solutions since 2016, Focus Partners is excited to offer seven target risk, multi-asset portfolios constructed with Focus Partners’ own family of mutual funds, the SA Funds. What makes Focus Partners’ strategies unique is their commitment to Evidence Driven Investing, an approach backed by 80 years of economic data on the efficiency of capital markets, the benefits of diversification, and the impact of investor behavior on investment success.
 
Additionally the SA Funds are mostly sub-advised by Dimensional Funds Advisors, pioneers in applying academic research to asset management. Focus Partners’ SA Fund portfolios, powered by Evidence Driven Investing, provides investors with diversified exposure to asset classes worldwide, captures specific dimensions of risk within each asset class, and seeks to enhance returns through prudent trading and cost management.  Finally, Focus Partners is dedicated to helping advisors access practice management expertise designed to help advisors be more productive in running their business while also delivering better outcomes for end clients.
 
*Note: Buckingham Strategic Partners rebranded to Focus Partners Advisor Solutions in January 2025.

This information was provided by Focus Partners Advisor Solutions.

At Franklin Templeton we offer our clients a gateway to investment excellence backed by a global organization and delivered through a consistent, coordinated client experience. We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. Today we are among the world’s largest asset managers with offices in major financial markets, serving clients in more than 150 countries, and managing nearly $1.6 trillion in assets*.


*AUM is in USD as of 31 December 2023 and has been restated to include proforma AUM from Putnam Investments at the same date. Franklin Templeton acquired Putnam Investments on 1 January 2024.

Frontier Asset Management, founded in 2000 and based in Sheridan, Wyoming, is an independent investment management firm known for its innovative approach to investing with a focus on managing downside risk. We serve as an outsourcing partner to financial advisors nationwide, offering risk-managed investment solutions designed to deliver a smoother investment experience with potentially better long-term outcomes for their clients.

At the heart of Frontier’s investment philosophy lies a dedication to managing risk at targeted levels while striving for corresponding returns. This is achieved through a distinctive, comprehensive approach that begins with a ‘Dynamic Downside Focus,’ aiming to maintain portfolio risk by proactively adjusting global asset allocations over the long term. Leveraging our independent fund research and proprietary optimizer, we then meticulously select and blend the most optimal mix of mutual funds and ETFs for each strategy considering forward-looking risks and opportunities in the market, a methodology we term ‘Fund Fusion.’

Frontier’s unique approach leads to tailored investment strategies that are the best representation of our core competencies of asset allocation and manager selection through a downside focused, multi-asset framework. Frontier’s portfolios are designed to deliver consistent returns, mitigate risk, and navigate different market conditions. At Orion we offer Core Strategies, Tax-Managed Strategies, and ETF Strategies.

This information was provided by Frontier Asset Management.

Genter Capital Management was founded in 1968 for the express purpose of managing investments using the common stocks of large and medium capitalized corporations, government fixed income, and investment grade corporate and municipal fixed income. The firm is a Registered Investment Advisor under the Investment Advisors Act of 1940 and has been continuously and actively engaged in the investment management business since its inception. Genter Capital Management specializes in conservative fixed income, dividend income equity, and value-biased separate account strategies.

Global X was founded in 2008. For more than 15 years, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features a range of ETF strategies. While we are distinguished for our Thematic Growth, Income, and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives. Our ETF Model Portfolios are zero strategist fee, dynamic open architecture investment solutions that provide access to differentiated exposures, building upon our cornerstones of leadership in thematic investing, alternative income, and international access. Explore our ETFs, ETF Model Portfolios, research and insights, and more at www.globalxetfs.com.
 
Global X is a member of Mirae Asset Financial Group, a global leader in financial services. Mirae Asset has an extensive global ETF platform ranging across the US, Brazil, Canada, Colombia, Europe, Hong Kong, India, Japan, Korea, and Vietnam.

This information was provided by Global X.

iM Global Partner is a worldwide network of dynamic investment boutiques. We partner with high-quality, independent asset management firms from around the world in order to deliver unique investment solutions to financial professionals and clients. iMGP and our Partner network offers access to a diverse range of investment solutions across asset classes and styles via separately managed accounts, mutual funds and ETFs, and model portfolios.

The iMGP Portfolio Strategies offer financial advisors access to globally diversified, risk-managed tactical portfolios that are based on iM Global Partner’s rigorous, independent research and disciplined investment process. We have designed a range of model portfolios and implementation options that allow advisors to align the appropriate portfolio with their client’s investment goals,  risk tolerance, and investment preferences—all in a simple turnkey solution.

Founded in 1977, GMO is a global investment manager committed to delivering superior performance and advice to our clients. Our sole business is investment management, and we are privately owned, which allows us to maintain a singular focus on achieving outstanding long-term investment outcomes. We currently manage about $60 billion of assets in partnership with a broad range of sophisticated clients, including leading endowments, foundations, corporate and public retirement plans, sovereign wealth funds, financial intermediaries, and philanthropic family offices.
 
Offering solutions across multi-asset class, equity, fixed income, and alternative strategies, we are grounded in a common philosophical belief that a long-term, valuation-based approach will maximize risk-adjusted returns. Known for our willingness to challenge the status quo and our creative approach to solving investment problems, we candidly share our market views and take bold, differentiated portfolio positions when conditions warrant them.

Founded in 1869, the Goldman Sachs Group (NYSE: GS) is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base. Goldman Sachs Asset Management is the primary investing area within Goldman Sachs, delivering investment and advisory services across public and private markets for the world’s leading institutions, financial advisors, and individuals. The business is driven by a focus on partnership and shared success with its clients, seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets. With over three decades of experience investing, Goldman Sachs Asset Management is a leading investor across fixed income, liquidity, equity, alternatives, and multi-asset solutions with offerings that span traditional and alternative investments.

This information was provided by Goldman Sachs.

Harding Loevner was founded in 1989 by David Loevner and Daniel Harding, former global investment managers for Rockefeller & Co. The firm focuses on managing global equity portfolios using a consistent investment process that combines in-depth company research with the analysis of industry competitive structures.

A well-credentialed, stable investment team, discipline, and a long-term perspective are critical to our success - but what sets us apart is our unique approach to research and decision-making. As bottom-up investors, we aim to invest in high-quality growth businesses at reasonable prices to provide superior risk-adjusted returns over the long term. To determine what constitutes a high-quality growth business, we research a company’s management, financial strength, and growth prospects and closely examine the industry in which it operates. Our analysis is guided by Michael Porter’s Five Forces, a framework designed to inform how well-positioned a company is relative to competitors, as well as the profit potential for the company.  

As for decision-making, a distinctive aspect of Harding Loevner’s process is our commitment to “collaboration without consensus,” which leverages group wisdom while preserving individual accountability. Through this process, we attempt to mitigate behavioral biases by encouraging transparent debate among researchers with different perspectives, which helps drive out compromise and eliminate consensus building.

Hillman Capital Management (HCM), founded in 1998 by Mark A. Hillman, is a value equity boutique investment manager serving clients that includes RIA’s, broker/dealers, foundations, endowments, corporations, pension plans, and private investors. The firm operates as the Investment Adviser to the Hillman Capital Management Funds, a registered mutual fund accessible to the public (HCMAX).
 
Value Proposition
HCM's value proposition centers on its disciplined value investment philosophy, which focuses on investing in quality businesses with sustainable competitive advantages that are undervalued by the market. By adhering to this approach, HCM aims to outperform the market across various economic cycles and generate positive returns for its clients.
 
Portfolio Philosophy
HCM's investment process comprises three key steps:

1. Qualified Investment Universe (QIU): The firm evaluates companies based on criteria such as industry leadership, prudent management, pricing power, supplier purchasing power, barriers to entry, brand strength, product/service excellence, customer service, and financial flexibility. Companies meeting these criteria are added to the QIU.
2. Portfolio Construction:
   • Advantage Value Equity Portfolios: Comprise 45 stocks, equally weighted of the total portfolio value, with rebalance boundaries of 1.5% and 2.9% per position, and sector constraints of 25% per sector and 10% per sub-industry maximums at cost.
3. Buy and Sell Discipline:
   • Buy Discipline: HCM assigns a fair market value to each security in the QIU using a discounted cash flow methodology supported by price to sales & price to book ratios. The QIU is sorted by discount to fair value and when a portfolio vacancy occurs, the position is filled by buying the cheapest company in the universe.
   • Sell Discipline: Reasons for selling include loss of sustainable competitive advantage, the stock price exceeding fair value by 1% to 20%, or risk and diversification parameters being exceeded.

Through this structured methodology, HCM strives to deliver consistent, long-term value to its clients.

This information was provided by Hillman Capital Management.

Hilton’s mission is simple: help clients achieve their financial goals. We do this through our efforts to achieve excellent client service, responsible investment growth, provide transparency in our methods, and ensure accessibility for our clients. In short, we cultivate strong relationships with clients, many of whom have been with us for decades, and strive to keep their trust every day.

Our tailored investment strategies span various asset classes and objectives, meticulously crafted to meet the diverse needs of our individual and institutional investors. Our team boasts an average of over 25 years in financial markets. Guided by this wealth of experience, we strive to deliver attractive, risk-adjusted returns across market cycles. To learn more visit us at www.hiltoncm.com.