three senior women hiking looking at map

Consulting Team

Made up of a team of highly qualified investment professionals, the AMS Research team develops optimal, risk- adjusted asset allocations and strives to include top investment managers into the Freedom portfolios.

EXTENSIVE EXPERIENCE

  • A combined 272 years industry experience
  • Average of 15 years of industry experience per person1
  • Seven Chartered Financial Analyst (CFA) Charterholders
  • Nine advanced degrees
  • Five Chartered Alternative Investment Analyst (CAIA) Charterholders
AMS RESEARCH TEAM
TOM THORNTON, CFA, CIPM (1988)*
Director – AMS Manager Research
& Due Diligence
NICK LACY, CFA (1996)*
Chief Portfolio Strategist – Asset Allocation
KEVIN PATE, CAIA (1996)*
Vice President, AMS Manager Research
& Due Diligence – Asset Allocation
Officers
GLENN HUDSON (1995)
Due Diligence Officer – Manager Research
Domestic Equity Strategies
LAWRENCE GILLUM, CFA, CAIA (1998)
Due Diligence Officer – Manager Research
Fixed Income Strategies
Alternative Strategies
Institutional Strategies
ANDREW READ, CFA (2003)*
Due Diligence Officer – Manager Research
Domestic Equity Strategies
JOHNNY SUAREZ (2004)
Due Diligence Officer – Manager Research
Domestic Equity Small-Mid Strategies
International Equity Strategies
MIKE MELEEN (2005)
Due Diligence Officer – Asset Allocation
Portfolio Construction
MATT HANNA, CFA, FRM, CAIA (2007)
Due Diligence Officer – Asset Allocation
Portfolio Construction
Senior Analysts
PATRICK RASSI, CAIA (1999)
Senior Due Diligence Analyst –
Manager Research
Alternative Strategies
Domestic Equity Small-Mid Strategies
DREW GILLIS, CAIA (2000)
Senior Due Diligence Analyst –
Manager Research
Fixed Income Strategies
International Strategies
JEFF K. GARDNER, CFA (2004)
Senior Due Diligence Analyst –
Manager Research
Domestic Equity Strategies
Institutional Strategies
JEREMY BROTHERS (2007)
Senior Due Diligence Analyst –
Manager Research
Fixed Income Strategies
Global Macro Strategies
Analysts
ANDREW FLINNER (2012)
Due Diligence Analyst –
Manager Research
Domestic Equity Strategies
Fixed Income Strategies
WILLIAM WARNER (2013)
Due Diligence Analyst –
Manager Research
Domestic Equity Strategies
Fixed Income Strategies
DONOVAN CELERIN (2013)
Due Diligence Analyst –
Manager Research
Domestic Equity Strategies
International Equity Strategies
SANDRINA RIDDELL, CFA (2014)
Due Diligence Analyst –
Asset Allocation
Portfolio Construction
TYLER MARTINASEK (2014)
Due Diligence Analyst – Manager Research
Domestic Equity Small-Mid Strategies
International Equity Strategies
ERIC MCNEW (2014)
Due Diligence Analyst – Asset Allocation
Portfolio Construction
JOHN CHENG (2016)
Due Diligence Analyst – Manager Research
International Equity Strategies
Domestic Equity Small-Mid Strategies
JAMES DOWDLE (2016)
Due Diligence Analyst – Manager Research
Research Support
LEON FAUST (1999)
Due Diligence Analyst, Performance – Manager Research
Composites
LISA MARSHALL (2000)
Due Diligence Analyst, Administrator – Manager Research
Data Analyst
DUSICA TOMASEVIC (2007)
Institutional Research Associate – Asset Allocation
Data Analyst
TRUC BUI (2008)
Due Diligence Analyst, Performance – Manager Research
Composites

ONGOING DUE DILIGENCE

The AMS Research team performs the following analyses on an ongoing basis on each portfolio it selects:

 

  • Monitors the firm, personnel and portfolio
  • Manager contact
  • Onsite visits
  • Meetings at the home office
  • Conference calls
  • Systems include Mercer, Callan, MorningStar, FactSet and Informa PSN
  • Develops relationships with managers
  • Quarterly quantitative and qualitative reviews
  • Issues status updates

 

FOUR STEP INVESTMENT PROCESS  //   PHILOSOPHY

TAKING THE INSTITUTIONAL INVESTMENT APPROACH

Risk Assessment


AMS uses Mercer Investments’ extensive resources to develop forward-looking risk, return and correlation assumptions based on economic data and indicators. These tools move beyond analyzing historical data and help avoid trend-chasing behavior.


Mutual funds are sold by prospectus only. Investors should consider the investment objectives, risks, charges and expenses of an investment company carefully before investing. The prospectus contains this and other information about an investment company and is available from your financial advisor. The prospectus should be read carefully before investing.

All investments are subject to risk. There is no assurance that any investment strategy will be successful. Diversification does not protect against loss or ensure a profit. Past performance does not guarantee future results. All investments carry a certain degree of risk and no one particular investment style or manager is suitable for all types of investors.

CAPITAL MARKET ASSUMPTIONS

In June of 2004, Raymond James entered into an agreement with Mercer Investments to provide AMS with their forward looking capital markets assumptions and to provide additional resources for our investment manager search and selection process.  This forward looking data is subject to change at any time and there is no assurance that the projections mentioned herein will be realized. Variations to capital market assumptions are expected and specific sectors or industries are more susceptible due to their increased vulnerability to any single economic, political or regulatory development.

 

 

Raymond James is not affiliated with the above organizations and/or charitable causes.