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FEG Advisors Outsourced asset management
Gain back the timeyou need to focus
on serving your clients
Today clients and prospects demand more of your time. Time
that is often in short supply.
Yet strong client relationships are built on trust, which is
earned only when clients feel you are spending time with their
accounts.
Every day, you have to balance high-quality customer service
with exceptional investment advice while managing numerous
back-office functions. Research shows the more time you spend
in front of clients, the greater your potential for a successful,
profitable practice.
The goal is simple: Get more of your time back. So is the answer:
Partner with FEG Advisors and Trust Company of America.
IS YOUR CURRENT BUSINESS MODEL KEEPING YOU FROM BEING MORE SUCCESSFUL?
FEG AND TRUST COMPANY OF AMERICA® FREE YOU TO FOCUS ON CLIENTS AND GROWTH
FEG Advisors and our chosen custodian, Trust Company of
America, provide a total solution for forward-thinking advisors
and their clients. FEG Advisors delivers asset management
expertise that’s been built serving institutional and affluent
investors. Our approach is designed to achieve consistent asset
growth while prudently managing risk.
Trust Company of America provides core custodial expertise and
advanced technology support that are crucial to superior client
service.
The result: Individual expertise in a single, seamless solution to
help you spend more time with clients.
The biggest client hot buttons with their advisors:
1.Trustworthiness
2.Speedinresolvingissues
3.Confidenceinsupportteam
Source: Investment Advisor,Sept.20052 3
FEG Advisors serves as an extension of
your own staff. We handle asset manage-
ment and coordinate back-office services,
putting you back in front of your clients.
You benefit from:
• Deep industry and market research: We conduct hundreds of money man-
ager interviews each year to identify
opportunities and stay ahead of the in-
vestment curve, so you don’t have to.
• Global portfolio management: From
largest to smallest, your clients will ben-
efit from the same expertise that guides
our institutional client investments.
• Compliance support: When we handle
the trades, we also handle the record-
keeping.
• Marketing tools: We provide client-
friendly brochures to help you close
more sales.
Trust Company of America (TCA) sup-
plies the custody, account tools and sup-
port to help you deliver superior service.
You gain:
• Administration: Simplified pricing and a
streamlined, scalable back-office solution.
• Comprehensive technology platform: Web-based access to detailed account
information, including:
• Client statements
• Historical transaction reports
• Tax statements and forms
• Advisor practice reports
• Portfolio performance reports
• Customizable pricing schedules
• Responsive service: A single point of
contact backed by a dedicated service
team.
• Simplified transition: A conver-
sion management team to han-
dle all aspects of the move.
INTEGRATED APPROACH FOR EXCEPTIONAL CLIENT SERVICE
FEG Advisors: By the Numbers
OveraDozenassetinvestmentcategories
Hundredsofannualinvestmentmanagermeetings
Thousandsofsecuritiesinclientportfolios
BUILD A POWERFUL PARTNERSHIP
What sets FEG Advisors apart? We are committed
to supporting your business by offering:
• Experience: Since 1988 we have been
successfully advising large institutional
investors, endowments and pension plans
through all types of market conditions.
• Objectivity and integrity: We don’t accept
payment from investment managers. Your
clients always get our best strategies designed
solely for their success.
• Performance: Our process goes beyond
traditional multi-manager approaches to
focus on factors designed to optimize returns
and minimize risk.
• Direct access: Have a question or a special
need? Contact our portfolio managers and
analysts.
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We believe that consistent excess returns are best achieved by managing broad
factors rather than individual securities.
We’ve spent decades researching thousands of investment managers and advising
billion-dollar institutions. That experience has shown us that the probability of
achieving consistent excess return with a traditional all-active, multi-manager
approach is low. Invariably the result is inconsistent returns that lead to reactionary
decision-making by investors.
We follow a disciplined process designed to drive consistent performance by
focusing on:
• Role diversification: Balancing risk and return across key factors, including total
return and inflation protection, based on client needs and tolerances.
• Active asset allocation: Over/underweighting asset categories and styles, not to
forecast short-term trends, but to take advantage of favorable market conditions,
which can mean going against prevailing trends.
• Manager and security selection: Superior investment
oversight from firms that not only demonstrate high
quality and focus, but also excel at key attributes such as
conviction, consistency, risk control and active return.
THE NEXT STEP IS YOURSWith FEG Advisors and Trust Company of America as your outsourced solution,
you’ll gain expert insight that supports your vision. We’ll take care of the portfolio
management and administrative support, enabling you to take care of clients and
grow your business.
To learn more about how we can help you,
visit www.feg.com
email us at [email protected]
or contact:
Gary Price, Managing Principal: 513-719-5101
David Stein, Managing Principal: 208-656-9933
Tony Festa, CFA®, Managing Principal: 513-719-5111
STRENGTHEN YOUR APPROACH TO ASSET MANAGEMENT
THE FEG ADVISORS PROCESS: DIFFERENT BY DESIGN™
� �
FEG AdVISORS
201East Fifth Street,Suite1600Cincinnati,Ohio�5202P:513.9��.��00E:[email protected]
MoneymanagementservicesprovidedbyFundEvaluationGroup,LLC.Assetcustodyservices
providedbyTrustCompanyofAmerica,MemberFDIC.InvestmentProducts:NotFDICinsured;no
bankguarantee;maylosevalue.
TrustCompanyofAmericaisaregisteredtrademarkofTrustCompanyofAmerica.
©200�FundEvaluationGroup,LLC,incooperationwithTrustCompanyofAmerica
