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Formulafolios Us Equity Fund Institutional Class (FFILX)

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Dados históricos de FormulaFolios US Equity Institutional, para cotação em tempo real realize outra pesquisa, por favor

10,23 0,00 0,00%

21/11 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 70,35M

Tipo: Fundo

Mercado: EUA

Emissor: FormulaFolios

Classe de Ativo: Ações

FFILX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Formulafolios Us Equity Fund Institutional Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de FFILX, entre outras informações.

Categoria

Large Blend

Total de ativos

70,35M

Despesas

1,12%

Data de início

42355

Informações de Contato

Endereço Jenison, MI 49428
Jenison,MI 49428
United States

Telefone -

Site formulafolios.com

Principais Executivos

Nome	Título	Desde	Até
Mark W. DiOrio	Portfolio Manager	2020	2022
Biografia	Mr. DiOrio joined Brookstone Capital Management LLC (“BCM”) as the Chief Investment Officer in 2015 and led the Investment Committee of BCM. Following the merger of BCM and FormulaFolio Investments, LLC, Mark DiOrio serves as Chief Investment Officer of BCM. Prior to joining BCM, he is the Portfolio Manager at Parasol Investment Management. Previously, Mark was the portfolio manager for the Globally Enhanced Management Strategy in the Trust Division of First Midwest Bank. Prior to joining First Midwest, Mark was a Portfolio Manager for Pennant Management. Mark earned an MBA from Benedictine University. He earned his BA from Eastern Illinois University. He holds the Chartered Financial Analyst (CFA) designation.
Jason Wenk	Chief Investment Strategist	2015	2022
Biografia	Jason Wenk. Mr. Wenk is the founder and Chief Investment Strategist ofFormulaFolio Investments, LLC. Prior to founding FormulaFolio Investments, LLC, Mr. Wenk also founded Retirement Wealth Advisors Inc. He started his career in 2000 at Morgan Stanley, where he worked for 2 years prior to the founding of his own firms. Mr. Wenk’s research has been highly regarded and often featured in industry publications such as The Wall Street Journal, Institutional Investor, Forbes, and Investment News. His blog, www.JasonWenk.com is one of the most read finance blogs in the United States with over 10,000 professional and individual investor subscribers.
Derek Prusa	Analyst	2017	2020
Biografia	Derek Prusa, CFA, CFP®. Mr. Prusa is the Senior Market Analyst for FormulaFolio Investments where he works diligently to research and monitor financial market conditions and select the best investment strategies for each of FormulaFolios’ proprietary models. Mr. Prusa also provides valuable insight to the affiliated advisors and clients of FormulaFolios by producing accessible and understandable weekly, monthly, and quarterly market commentary summaries. Mr. Prusa graduated Summa Cum Laude from Ferris State University in 2012 with a bachelor’s degree in Investment Finance. He received the Delta Sigma Pi Scholarship Key as well as the College of Business Student Excellence Award for his academic accomplishments. Since joining the FormulaFolios team in 2014, Mr. Prusa received his CFP designation and became a CFA charterholder. In 2015 he was named in LifeHealthPro’s 30 under 30.
Keith Springer	-	2015	2017
Biografia	Keith Springer is the author of Facing Goliath: How to Triumph in the Dangerous Market Ahead, radio host of Smart Money with Keith Springer on 1530 AM KFBK and Talk650 KSTE, daily financial analyst for KTXL FOX40, editor of the Smart Money Newsletter, a market technician, a financial writer , multinational philanthropist, and President and founder of Springer Financial Advisors in Sacramento CA, an SEC Registered Investment Advisory Firm. He has developed a US Trademarked, proprietary process, known as Top-Down Tactical™ for building tax-efficient and retirement focused portfolios for high net worth individuals. Keith has been providing professional financial advice for more than 28 years, specializing in wealth management solutions for the most complex individual and institutional portfolios worldwide. He is a graduate of Clark University in Worcester, MA, with additional studies at Kings College, University of London.
Brandon Graetz	Investment Representative	2016	2017
Biografia	Brandon Graetz is a Financial Advisor with Retirement Wealth Advisors. Before finishing his finance degree at Grand Valley State University in 2000, Mr. Graetz was recruited by Edward Jones to be an Investment Representative for their firm. He later spent a decade in leadership roles within the banking industry, including time with JP Morgan (2003-2007) as an Investment Representative and Associate Vice President and Huntington Bank (2007-2011) as an Investment Representative and Vice President.
Ryan Wheless	-	2015	2017
Biografia	Ryan Wheless has been helping clients reach and maintain their financial goals for over a decade, and is the founder and President of Allied Wealth, a Registered Investment Advisory firm headquartered in Houston, Texas. Ryan has been featured in Forbes Magazine and was the producer and co-host for “The Retirement News Network.” He frequently appears on “Great Day Houston” and is also a Fortune.com, Annuity123.com, and Fox Business contributor. His radio show, “Money Made Simple,” airs on News 92 FM KROI, The Answer 1070 AM KNTH, and News Radio 740 AM KTRH in the greater Houston area. He has earned the following professional designations and affiliations: CRPC® (Chartered Retirement Planning Counselor®) CCIM (Certified Commercial Investment Manager).
Aaron Johnson	Director	2015	2016
Biografia	Aaron is a director in the Fixed Income and Derivatives Portfolio Management Group. He is responsible for the daily strategy implementation and monitoring in fixed income accounts and analyzing the relative value of individual securities within the Fixed Income and Derivatives Portfolio Management Group. He is authorized to trade fixed income securities. Aaron joined NISA in 2001. During this time, he spent 16 months with Balyasny Asset Management and returned to the firm in June 2019. Prior to NISA, he worked for Navigant Consulting as a Change Management Consultant. He earned a BS in Finance from the University of Illinois at Urbana-Champaign.

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