Jere H. Whiteley

RIM’s portfolios are often invested using a multi-style, multi-manager open-architecture approach. The firm offers investment advice regarding equities and fixed-income securities, as well as certain derivative instruments. They may also recommend that managed account clients invest in affiliated funds, certain other pooled investment vehicles, other open- or closed-end mutual funds, separate account programs, individual securities, or other assets.

FEG develops sophisticated, globally diverse portfolios designed with a goal to help enhance investment returns. The firm’s mission is to empower their clients to achieve their goals through superior investment performance, objective insights, and research. They take a broad-based view of asset allocation, with investments generally falling into one of four asset categories: global equity, global fixed income, real assets and diversifying strategies.

Functions as a College/University

Provides financial planning services

FEG Private Investors invests in companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for buyout and growth stage capital requirements.