SOURCE: Fund Architects

Fund Architects

February 15, 2011 12:54 ET

Fund Architects Announces Initial Three-Year Investment Results

Packaged Asset Allocations Outperform Selected Benchmarks During Difficult Market Period

HEATH, TX--(Marketwire - February 15, 2011) - Fund Architects LLC (www.fundarchitects.com), a provider of dynamic asset allocation portfolios designed for a broad range of investors, today announced three-year performance results for its suite of brokerage investment strategies. 

Texas-based Fund Architects, which offers a series of dynamic allocation models for brokerage accounts and variable annuity overlays, reported that all eight of its models had outperformed their respective benchmarks for the three-year period beginning December 31, 2007.

Fund Architects, an SEC-registered investment advisory firm, was launched in 2007 with a goal of delivering a range of investments to fit the needs of many different types of investors. Co-founder Todd Porter, CFA, who serves as the firm's Chief Investment Officer, has been developing actively managed fund-of-fund asset allocation products for the last decade.

"We manage for the long term, of course, but it's gratifying to see the performance of our client portfolios during these challenging times," says Mr. Porter. "Due to our active management, we adjusted our allocations and our perspective during a very difficult stretch for the economy." 

Porter, who served as Chief Investment Strategist at Morningstar Associates before helping launch Fund Architects, manages and oversees all the firm's investment offerings. Providing what it calls 'institutional-quality money management,' Fund Architects strategies include strategic global diversification, dynamic allocations, high-quality active fund managers, and alternative or non-correlated strategies.

"The driving vision at Fund Architects was to make quality money management affordable and accessible to virtually every kind of investor," says company co-founder and Executive Vice President Keith Reed. "Our independence helps us make investment decisions based solely on what's best for our clients."

Fund Architects has relationships with major custodians and clearing firms and is able to work with self-clearing and trust accounting operations. For more information on the firm, or to access Mr. Porter's quarterly commentary, visit www.fundarchitects.com.

About Fund Architects
Fund Architects is a discretionary, fee-based money management firm providing professional asset allocation models and management to financial advisory firms. Headquartered in Texas, the firm has arrangements with Broker/Dealers, Insurance Companies, Qualified Plan Providers, and Registered Investment Advisors around the country. Fund Architects' proprietary asset allocation models are constructed from a broad universe of managers using a fundamental analysis approach to fund selection and asset allocation tools. Offerings include Separate Accounts, Retirement Management Services, and Private Money Management. For more information, visit www.fundarchitects.com.

The information presented describes the performance of the Fund Architects mutual fund portfolio composites. Actual composite performance results represent all client accounts managed by Fund Architects during the corresponding time period. 

Average returns are calculated by taking an asset-weighted average of all accounts assigned to a model for a given period and reflect the reinvestment of dividends and other account earnings. Performance is net of ticket charges, commissions, solicitor fees, transaction costs, management expenses, and investment advisor fees.

All performance results have been compiled solely by Fund Architects and have not been independently verified. Information pertaining to Fund Architects' advisory operations, services, and fees is set forth in Fund Architects' current disclosure statement, a copy of which is available from Fund Architects by calling 866.539.4186 or visiting www.fundarchitects.com.

An investment in any of the Fund Architects portfolios involves risk, including possible loss of principal.

Contact Information

  • For more information, please contact:
    Keith Reed
    Fund Architects LLC
    866.539.4186
    Email Contact