SOURCE: Fund Architects

Fund Architects

April 10, 2012 08:00 ET

Fund Architects Raises the Bar With New Investment Team

Distinguished Investors Combine Talents to Advance Firm's Asset Allocation Efforts

HEATH, TX--(Marketwire - Apr 10, 2012) - Fund Architects LLC, a provider of dynamic asset allocation portfolios designed for a broad range of investors, today announced the firm has successfully recruited three prominent investment professionals to help direct the firm's asset allocation models.

The new team -- J.C. Waller, III, Henry Ma, Ph.D., CFA, and Jun Zhu, Ph.D., CFA, -- will immediately begin working with Burt Snover, who assumed the role of co-Chief Investment Officer earlier this year. Mr. Waller will serve as co-CIO.

According to Mr. Snover, who in addition to his investment work serves as the firm's president, the hirings successfully cap an intense search for proven asset allocation talent.

"We couldn't be more pleased that these professionals have agreed to join us," says Mr. Snover. "Their combined experience in sophisticated asset allocation makes the Fund Architects investment team stronger than ever."

The Fund Architects Investment Team:

  • J.C Waller, co-Chief Investment Officer, was most recently Senior Director, Plan Advisory Services for Advised Assets Group, LLC, a subsidiary of Great West Life & Annuity in Denver. He formerly served as Senior Director, Investments for Old Mutual Asset Management, and previously as Vice President of Investments for ICON Advisers, Inc., where he was responsible for managing multiple institutional/private portfolios totaling approximately $2.2 billion. In addition to numerous appearances on CNBC and CNNfn, Mr. Waller has been featured in several leading investment publications, including Fortune, Forbes, Newsweek, Business Week, and Bloomberg. He earned his Masters in Finance and an International MBA from University of Denver.

  • Henry Ma, Ph.D., CFA, has been named Fund Architects' Chief Market Strategist. He previously served as a Global Macro Portfolio Manager for Fidelity Investments and as Director of Financial Engineering and Quantitative Research, Fixed Income for Loomis Sayles & Co., both in Boston. Dr. Ma earned BA and MA degrees in Finance and Economics from Beijing University and was awarded a Ph.D. in Economics from Boston University.

  • Jun Zhu, Ph.D., CFA, previously served as a Senior Research Associate for Axa Rosenberg, one of the largest quantitative equity management firms in the world. Dr. Zhu received a B.S. degree in Mechanical Engineering from Xian Jiaotong University, Peoples Republic of China. He earned an MPA in Economics and Public Policy and was awarded his Ph.D. from Princeton University. He has been named a Portfolio Manager for Fund Architects.

All three will serve with Mr. Snover on the Fund Architects Investment Committee.

"We set out to assemble an investment team that could deliver the kind of results our clients expect," said Keith Reed, co-founder and Executive Vice President of Fund Architects. "I'm entirely confident we succeeded to that end. These are quality individuals who will make Fund Architects a force to be reckoned with in the industry."

Fund Architects, an SEC-registered investment advisory firm, employs its allocation models in the design and construction of funds for Separate Accounts, Retirement Management Services, and Private Money Management. The firm's strategies include strategic global diversification, dynamic allocations, high-quality active fund managers, and alternative or non-correlated strategies.

Launched in 2007, Fund Architects today has relationships with major custodians and clearing firms. Information on the firm's investment strategies is available on the Fund Architects website -- www.fundarchitects.com -- or by calling 866-539-4186.

About Fund Architects LLC
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 and quantitative analysis to conduct fund selection. Offerings include Separate Accounts, Retirement Management Services, and Private Money Management. For more information, visit www.fundarchitects.com.

Contact Information

  • Contact:
    Keith Reed
    Fund Architects LLC
    866.539.4186
    Email Contact