Privately owned firm incorporated in 1989. Founding principals managed $4 billion RJR Nabisco pension plan in the 1970s and 1980s. Disciplined investment strategy with emphasis on total return and risk control. Tailored investment objectives and portfolio structure for each client. Fundametrics®, a proprietary, equity research tool used for analysis and selection of stocks. Manages equity (large, mid and small cap), balanced, and fixed-income portfolios for clients. Dedicated in-house trading desk. Manages three mutual funds using the same investment disciplines.