Provider Profiles
Fulton Financial Advisors
| Portfolio Construction |
| We seek to build and manage custom investment solutions that maximize the probability of achieving a client's specific financial goals and minimize the probability of negative outcomes. We customize portfolios utilizing quantitative and qualitative inputs. Quantitatively, we use best-in-class asset allocation modeling software coupled with our internal quantitative research to develop the portfolio framework. Qualitatively, factors such as risk tolerance, time horizon, desired return, and overall objectives help determine the most appropriate components of each portfolio. In every situation, the needs and goals of our clients are paramount and are the foundation of everything we do. |
| Profile | |
| Business model§ | Implemented consulting |
| Year entered into OCIO business | 1982 |
| No. of relationship managers/salespeople | 35 |
| No. of OCIO portfolio managers | 14 |
| OCIO % of total firm revenue | 85% |
| No. of clients, full discretion | 760 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $7.1b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $842mm |
| 401(k), 403(b) or other defined contribution plan | $2.7b |
| Endowments or foundation | $1.6b |
| Health care pools (board designated, funded depreciation) | $3mm |
| Other | $1.9b |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture or manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: A 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: An OCIO platform is something other than the types listed above. |