Putterman Andrew

Provides financial planning and wealth management services

Provides financial advisory services

Develops financial software for financial advisors

Steben’s Investment Committee oversees the firm’s client accounts. The Investment Committee generally (i) performs an ongoing top-down alternative strategy review to determine any gaps in the lineup of strategies recommended by the firm, (ii) the identification, selection and monitoring of trading advisors, and (iii) directs the research team as to a bottom-up approach to monitoring of trading advisors. The Futures Portfolio Fund is managed with an objective of low correlation to equity and bond investment portfolios.

Provides investment advice

Brown Advisory’s approach to investing is long-term, generally defined as a full market cycle lasting 7 to more than 10 years. They invest globally in both active and passive strategies. The firm invests in active strategies with managers they believe to have an identifiable edge in their investment process. Investments in passive strategies generally include ETFs and index funds, capturing market exposure with lower fees. Brown Advisory focuses on risk and return, managing risk mainly by diversification and paying attention to valuation, and they are willing to sacrifice on the upside to protect the downside. Across all strategies, the firm seeks to manage fees and taxes as part of their investment process.

Functions as a College/University

Provides investment advice

Diversified Trust manages portfolios with a goal-oriented approach to their exposures, risks, costs and expectations. The firm builds a client’s portfolio by selecting investment instruments (whether active or passive, liquid or illiquid) and combining them into a whole that will perform in both strong and weak economic environments.