Asset Allocation

Investment Research

Building and maintaining our client portfolios at the level of attention our clients deserve is important to us. This is why our state of the art investment platform includes "partnering" with CTC Consulting in Portland Oregon. CTC provides our portfolio management team with access to high level research capabilities of over 70 CTC investment professionals. CTC, founded in 198,has been serving the ultra-affluent marketplace for 27+ years and currently has over 100 clients whose assets total approximately $28 billion. CTC, a research driven firm, is committed to building and maintaining an extensive database of investment managers with access to "best of class" solutions by each asset class.

Asset Allocation Alternatives

Key characteristics of our allocation asset classes and managers:

Fixed Income

First Foundation Advisors directly manages fixed income holdings with the objective of minimizing fees and maximizing safety through high quality investments. We supplement our fixed income diversification by utilizing what we believe are the top mutual funds for specialized areas such as global, US Government securities and opportunistic fixed income investments.

> Learn more about Fixed Income

Equities

We manage a core all-cap equity portfolio, which seeks to outperform the S&P 500 on a risk-adjusted basis over a full market cycle. Our diversified propriety portfolio of 25-40 stocks gravitates towards the stock selection opportunities indentified in our analysis, and will adhere to a disciplined and long-term investment approach.

> Learn more about Equities

Mutual Funds

For asset classes requiring unique expertise, such as global small-cap equities or global fixed income. These pooled investments provide clients with access to specialized assets classes at our institutional pricing.

Learn more about Mutual Funds

Investment Managers

When the size of an account is sufficient to utilize an "open architecture" multiple investment manager platform for accessing unique asset classes or strategies,. First Foundation Advisors designs a customized portfolio to use carefully selected independent investment managers. FFA continuously monitors these managers against appropriate benchmarks and reviews performance and recommended modifications with clients.

Alternative Investments

Alternative investments are carefully researched and selected when they meet First Foundation Investment Advisor's high standards. In uncertain times, they are used to diversify client portfolios in an endowment style model to dampen rapid changes to the client's overall portfolio market value.