F/m Model Allocations

F/m Model Allocations provide multi strategy SMA and UMA allocations to advisor managed accounts.
Using diversified allocations of boutique investment strategies, models are optimized to target measured risk and return.
To request a client presentation for one of our four flagship models, or to discuss a custom-tailored allocation, please call or email the F/m Consulting team here.

F/m Large Cap Growth & Income

Our most diverse model allocation seeks momentum equity growth, income and appreciation from undervalued and opportunistic taxable fixed income sectors, and safety and stability from the investment grade short duration allocation. This has downside protection and interest rate protection to cover you from all angles.

  • Integrated Alpha Large Cap Focused
  • Genoa Opportunistic Income
  • Oakhurst Short Duration Investment Grade

F/m Premier Balanced

A full balanced model allocation across equities, taxable fixed income, and tax-exempt municipal bonds. This model seeks upside equity appreciation and opportunities from undervalued corporate bond sectors while municipal bonds provide stability and tax-exempt income.

  • Integrated Alpha All Cap Focused
  • Genoa Intermediate Municipal
  • Genoa Opportunistic Income

F/m Opportunistic Tax-Aware Income

Seeking enhanced after-tax income by combining the two Genoa bond strategies will open new opportunities to taxable bonds while maintaining tax-exempt income from municipal bonds. This model can stay as a blended model or bridge back to 100% municipal bonds once rates rise and the after-tax differential is exceeded.

  • Genoa Intermediate Municipal
  • Genoa Opportunistic Income

F/m Equity Growth & Value Div

A 100% equity model that seeks exceptional growth from Integrated Alpha’s momentum style approach and dividend income from Logix’s value-based investment style.

 

  • Integrated Alpha Large Cap Focused
  • Logix Income Equity