James Yaworski

Functions as a College/University

SFA focuses on superior risk-adjusted investment performance and a consistent protection of capital, rather than absolute investment performance. Their approach is based on their belief that active investment management can achieve highly favorable returns over full market cycles by utilizing a combination of acute asset allocation, proper portfolio diversification, and rigorous fundamental investment selection. The firm's investment strategies include wealth management with both long-term solutions and short-term strategies, where appropriate, that coordinate with the client’s risk profile and investment objectives. SFA seeks to help allocate the client’s portfolio with the appropriate asset mix to try and optimize portfolio return within the given level of risk tolerance.

CCM takes a structured, long-term approach to investing that is based on Modern Portfolio Theory and a factor-based investing. Managed portfolios are constructed using primarily open-ended mutual funds and exchange traded funds (ETFs). When appropriate, the firm will also utilize fixed income securities.