Investment Approach
We believe that providing investment results that correspond to the performance of the S&P 500 Index may be achieved by:

Implementing portfolio changes contemporaneously with the index changes.

Staying diversified for risk management.

Following an objective, time-tested discipline.

Investment Process
At FAF Advisors, our goal is to construct an Equity Index portfolio that meets our client’s specific objectives and provides consistent performance with diversification replicating the S&P 500 Index.

Each portfolio is created to mirror the S&P 500 Index and may be customized with screens that match client objectives.

Our managers maintain a low level of tracking error in our products vs. the S&P 500 Index by:

Monitoring and reviewing index portfolios on a daily basis.

Implementing portfolio changes contemporaneously with the index changes.

Utilizing optimizer technology to minimize turnover and other costs.

Why FAF Advisors?

Experienced management team

Consistent and disciplined investment process

Ability to customize to accommodate clients’ screens

Superior quantitative technology