Private Investors

FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.

Federal Street Advisors
Thursday, January 23, 2014

With so many conflicting data points and opinions in the market:

  • How should investors view the outlook for stocks?
  • What practical steps should investors take amid fierce debates about market valuation?
Atlantic Trust Private Wealth Management
Wednesday, January 22, 2014

Atlantic Trust Private Wealth Management expects the investment landscape to be quite different in the year ahead as the bull market matures, the Fed shifts strategy and the global economy moves further away from the crisis-ridden environment that has prevailed since 2007.

SEI Investments Company
Monday, January 20, 2014

Looking ahead to 2014, SEI Investments Company expects:

Crystal Capital Partners, LLC
Thursday, January 9, 2014

The long/short equity strategy is one of the more nimble hedge fund strategies whereby managers seek opportunities across global equity markets with the objective of outperforming traditional markets over a given cycle.

Crystal Capital Partners, LLC
Thursday, January 9, 2014

The global macro hedge fund strategy is one of the more opportunistic and unconstrained hedge fund strategies whereby managers canvass the global economic landscape and seek to profit from macroeconomic imbalances and geopolitical events. Global macro managers have historically performed well dur

Ben Pace – Deutsche Bank
Wednesday, December 4, 2013
Within today’s volatile marketplace investors are continually aware of the abundance of risks: geopolitical tensions, uncertainty surrounding change in Federal Reserve leadership, the direction of interest rates, political dysfunction in Washington and other pressing domestic and global issues
Family Office Exchange
Friday, January 22, 2021

The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer.

Nease, Lagana, Eden & Culley, Inc.
Monday, July 7, 2014

It is frequently suggested that that family offices should mimic institutions and adopt an institutionally disciplined and process-oriented approach when managing their investment portfolios.

Paul Lee – Bernstein Global Wealth Management
Wednesday, October 2, 2013

Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science.

Jason Laurie and Michael Murray – Altair Advisers
Wednesday, June 26, 2013

Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth.