Benjamin Joseph Peress

DHFB seeks to create growth of capital and income for its clients. Their aim is to provide solid performance, regardless of market conditions.

FCM is a global investment manager that employs an investment approach based on technical analysis. The firm seeks to build client wealth through participation in sustained Bull markets and avoid participation in stock markets during downturns. Their investment process is based on quantitative research and the firm's proprietary Trend Recognition Technology. During long-term bull markets, FCM constructs tactical portfolios that focus on investments in top performing global securities. During persistent market down trends, the firm may shift to value preservation approach by moving up to 100% of investor assets to US Treasuries and other defensive investments.

Peress Investment Advisors' portfolios are diversified to include exchange and over-the-counter traded stocks and bonds of domestic and foreign issuers. Many portfolios also include mutual funds. While the investment strategies Peress employs involve primarily target long-term investments held for more than one year, they also make short-term investments. The firm does not undertake leveraged, or margin, transactions unless a client directs them to do so, and they may periodically sell options against stock investments they hold.

Functions as a College/University

Functions as a College/University

Outfitter Advisors mainly uses fundamental analysis to select stocks and bonds for client portfolios. While the investment strategies, they employ primarily target long-term investments (securities held for more than one year), they also make short-term investments (securities sold within a year). Outfitter Advisors does not participate in leveraged, or margin, transactions unless a client directs them to, and for a few of their clients they periodically sell options against stock investments they hold.