Mark Armbruster

Functions as a College/University

Alesco invests clients’ assets in accordance with their unique investment objectives and risk tolerance. The specific selection of investments is based on internal analysis of competing investment products. The firm utilizes fundamental analysis and asset allocation theories, including quantitative modeling to formulate investment decisions. Though they may invest in a variety of securities, index and index-based mutual funds and ETFs are the most commonly recommended types of securities for accounts where Alesco serves as the discretionary investment manager.

Functions as a College/University

Provides residential care to children

Provides securities brokerage services

Provides investment banking services

Engages in publishing

ACM employs long-term, buy-and-hold strategies to gain exposure to the returns of the various segments of the global investment markets. The firm constructs a customized portfolio based on a combination of the client’s financial profile and their statistical analysis of asset class risk and return characteristics. Their preferred approach is to invest a client’s entire portfolio using a diversified mix of index-based ETFs and mutual funds.

Fulreader & Komma Management (FKM) generally implement their clients' investment plans using a mix of mutual funds, individual stocks and bonds. The stocks and bonds provide us core exposure to the domestic capital markets and mutual funds are used to gain exposure to other markets (such as real estate or international) which they are unable to obtain adequately with individual securities. FKM employs long-term, buy-and-hold type strategies to gain exposure to the returns of various segments of the global investment markets. They trade and/or rebalance when needed to ensure each client's income, risk, and return profiles remain in line with their needs.