Provider Profiles
Fulton Financial Advisors
| Profile | |
| Business Model§ | OCIO + other |
| Year Entered Into OCIO Business | 2000 |
| No. of Relationship Managers/Salespeople | 32 |
| No. of OCIO Portfolio Managers | 13 |
| OCIO % of Total Firm Revenue | 85% |
| No. of Clients, Full Discretion | 750 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $3.4b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $0mm |
| 401(k), 403(b), Other DC | $2.4b |
| Endowments/Foundation | $1b |
| Healthcare Pools (Board designated, funded depreciation) | $0mm |
| Other | $0mm |
| Portfolio Construction |
| Fulton's investment philosophy strives to create portfolios that deliver the highest possible after-fee return for a given level of risk. To accomplish this goal, we customize client portfolios utilizing both quantitative and qualitative inputs. Quantitatively, we utilize Ibbotson asset allocation modeling software to develop the framework of our portfolios. Qualitatively, factor such as a client's specific risk tolerance, time horizon, desire return, and overall objectives help determine the most appropriate components of each client's portfolio. We use an open architecture platform to ensure that we have the best managers in each asset class. This allows us to be completely independent when selecting managers for our clients. |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. Other: OCIO Platform is something other than the 4 types listed above. |