Asset Allocation

Asset Allocation Alternatives

Key characteristics of our allocation asset classes and managers:

Fixed Income

First Foundation Advisors directly manages fixed income holdings with the objective of minimizing fees and maximizing safety through high quality investments. We supplement our fixed income diversification by utilizing what we believe are the top mutual funds for specialized areas such as global, US Government securities and opportunistic fixed income investments.

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Equities

We manage a core all-cap equity portfolio, which seeks to outperform the S&P 500 on a risk-adjusted basis over a full market cycle. Our diversified propriety portfolio of 25-40 stocks gravitates towards the stock selection opportunities indentified in our analysis, and will adhere to a disciplined and long-term investment approach.

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Mutual Funds

For asset classes requiring unique expertise, such as global small-cap equities or global fixed income. These pooled investments provide clients with access to specialized assets classes at our institutional pricing.

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Investment Managers

When the size of an account is sufficient to utilize an "open architecture" multiple investment manager platform for accessing unique asset classes or strategies,. First Foundation Advisors designs a customized portfolio to use carefully selected independent investment managers. FFA continuously monitors these managers against appropriate benchmarks and reviews performance and recommended modifications with clients.

Alternative Investments

Alternative investments are carefully researched and selected when they meet First Foundation Investment Advisor's high standards. In uncertain times, they are used to diversify client portfolios in an endowment style model to dampen rapid changes to the client's overall portfolio market value.