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Investment Management

Building portfolios with a favorable risk and reward profile

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Our Approach to Investing

Flexible Architecture

Our flexible open architecture approach allows us to identify which investment options we believe offer powerful and innovative solutions for your situation. As your needs change, we have the flexibility to change with you.

Asset Class Expertise

As we strive to meet your investment objectives, First Foundation Advisors investment management team develops portfolios that use investments in equities, fixed income, and alternatives.

Measured Results

We believe that we need to track the recommendations we provide our clients, as judging a firm by its investment performance track record is only as good as the reporting standards by which they are measured.

Investment Philosophy

Risk Control
Protection of capital is our principal consideration. Consistency of results is key to all we do for you.
Inefficient Markets
We seek to use inefficiencies to purchase undervalued assets when others are selling; and to sell over valued assets when others are buying.
Valuation Discipline
Paying a fair valuation is more critical than investing in the right assets. We aim to buy with a margin of safety and sell when that margin has been eroded.
Rigorous Analysis
Diligently seeking to identify opportunities, yet remain patient to realize value over time. We measure our results using rigorous, third-party standards.
Partnership
We do business with those who share our values. We focus on listening and collaborating with firms to ensure that we honor their values.
Stewardship
We represent ourselves with the integrity as fiduciaries. Ethics, accountability, and transparency are ingrained in our culture. We listen and collaborate.
We take great care in being stewards of capital for our clients. Our investment team follows a disciplined, value based approach that strives to capitalize on stock market inefficiencies with rigorous fundamental research.
John Hakopian , President

How We Are Structured to Best Serve You
 

Team based approach image


Our team-based investment structure starts with our investment committee, which is supported by traders and operational specialists. Each of our clients is assigned a dedicated personal advisor to help meet their financial goals.

Investment Management Team
Our Team

Meet Our Skilled Team of Investment Experts

Asset Allocation Strategies

Growth
Allocation among equities and cash, with a primary emphasis on equities, including private investment funds.
Emphasis on Growth
Allocation among equities, fixed income, and cash, with a primary emphasis on equities, including private investment funds.
Moderate
Allocation among equities including private investment funds, fixed income, and cash with a primary emphasis on growth and a secondary emphasis on current income.
Emphasis on Dividends
Allocation among equities including private investment funds, fixed income, and cash with a primary emphasis on income and a secondary emphasis on growth.
Conservative
Allocation among equities including private investment funds, fixed income, and cash.
Emphasis on Income
Allocation among equities, including private investment funds, fixed income, and cash, with a primary emphasis on income and a secondary emphasis on growth.
Fixed Income
Allocation of fixed income and cash with a focus on income.

Our Proprietary Investment Strategies

How investments are allocated among stocks, bonds, and other investments is an important factor in determining long-term returns and the volatility of the portfolio. Below are the investment options available to our clients, based on their unique needs. We use these strategies to ultimately construct portfolios to match the goals of each client. For qualified investors, some of these strategies are available for direct investment.

The Fiduciary Experience – Our Promise to You

Focus on Goals

  • Your objectives are top priority

  • We help you articulate and establish reasonable goals

Rigorous Research

  • Due diligence of third-party investment managers

  • Ongoing monitoring and analysis of investment options

Expert Advice

  • Leverage experience and knowledge to deliver custom recommendations

  • Access to an independent network of professionals and specialists such as accountants and legal experts

Wealth Planning Photo
Wealth Planning

Investing and planning. The ultimate combination.

Your investments are only as good as your plan. We understand that to maximize your results you need to have a carefully planned approach to investing.

Our Expertise

Insights on Managing Your Wealth

Crystal Ball Gazing
Louis Abel, CFA®, CAIA
Investor Education – Going on a Diet: Cutting Back on Desserts from Three to Two
Steven B. Mills, J.D.
Hurricane Relief and Retirement Fund Hardship Withdrawals
Daniel Fan, J.D., LL.M., CFP®

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