“With a combined experience of over 80 years, the OFM Wealth investment committee develops strategies on two levels. A macro strategy determines an appropriate blend of bonds, stocks, and multi-asset, or alternative strategies. This macro level analysis is tested for potential returns and volatility expectations.
Then, the specific asset screening process begins with a keen eye on cost, historical return and volatility profiles, firm culture, commitment to specific investment styles, sustainable investing, etc.
The committee is not looking for the next hot investment. Rather, it screens for assets that together function to provide investment returns for the appropriate levels of risk.
One really key point…the OFM Wealth decision making process is objective. The committee objectively selects assets, receives no sales commissions, and has no proprietary product solutions.
Also, as fiduciaries, we eat our own cooking. That is, committee members own many of the same investments that we include in our clients’ portfolios.”
Sam Ogrizovich, CFP ®President, Senior Wealth ManagerThe Investment Committee members are Sam Ogrizovich, CFP®, Cristine Marik, CFA, CFP®, and Jeff Grenchik.
FIRST, SELECT BROAD ASSET CLASSES
- Fixed Income
- Stocks
- Multi-Asset Strategies
THEN, SELECT SUBSETS WITHIN EACH BROAD ASSET CLASS EXAMPLE – STOCKS:
- Large Company Stocks
- Mid/Small Company Stocks
- International Stocks
THEN, SELECT SUBSETS WITHIN SELECTED SUBSETS EXAMPLE – INTERNATIONAL STOCKS:
- Developed Markets
- Emerging Markets