SYOSSET, N.Y., Nov. 19, 2014 /PRNewswire/ -- 4Thought Financial Group, a growing multi-faceted wealth management firm specializing in formulaic data-driven investment strategies designed to create durable portfolios for clients in all market conditions, has achieved number one status in the Multialternative investment category according to Morningstar's Separate Account database. This rank was achieved by its Opportunistic Systematic Investing portfolio. The firm has also scored high rankings in two other categories during 2014:World Stock and World Allocation.
These rankings are based on Year-to-date gross of fees returns for the period ending September 30, 2014, using data available as of October 31, 2014. The data comes just a few months after 4Thought's Global Thematic Accumulation approach, which was the number two performer amongst all separately managed accounts in all Morningstar categories by 1-Year trailing returns for the period ending July 31, 2014 based on data available as of August, 27 2014 (all rank determinations made here include only those managers reporting to Morningstar for the discrete time period referenced, and exclude from ranking any managers that did not report for the full period).
"We achieved these top rankings due to our formulaic investment design," said Jesse Mackey, Chief Investment Officer, 4Thought Financial Group. "Achieving a high position based on our modeling formulas is an affirmation of our view of how financial markets function, and how we approach investing in different markets. We are pleased with the attention our approaches and methods have received. We are looking forward to exposing more members of the financial services community to our strategies."
In addition to being ranked first out of 35 separately managed accounts reporting in the "Multialternative" category, for the same time period Morningstar's database also placed the firm 49th out of 409 in the "World Stock" category, and 39th, 48th, 59th, and 78th out of 228 reporting in the "World Allocation" category, all for different Separate Account strategies.
4Thought Financial Group has rapidly built a strong track record on its formulaic, data-driven approach towards investing, offering advisors an array of options prepared and tailored for Bull, Bear, Wolf (high volatility) and Eagle (soaring prices) market conditions. The firm uses proprietary data analysis and research in portfolio modeling to generate decision-making formulas which drive buy, sell and asset allocation decisions for each account.
4Thought Financial Group offers advisors multiple investment methods on the innovation frontier with customized approaches towards investing including liability-driven investing to ensure that goals are achieved regardless of the performance of the financial markets; strategic asset allocation to reduce portfolio risk through asset type diversification; opportunistic investing to provide low correlation with more traditional asset types; and selective/concentrated investing to attempt long term market outperformance.
For additional information about 4Thought Financial, visit http://www.4tfg.com.
About 4Thought Financial GroupThe number four permeates nature and throughout history it has helped civilization attain higher levels of understanding and success. In the spirit of partnered holistic financial planning, investment management and advisory support, the firm consistently strives to find the "fourth thought." Founded in 2010 by Brian and Jesse Mackey and Marty Levine, the firm manages investment portfolios on a discretionary basis. The firm's experts apply objectivity, global perspective and innovative capabilities – combined with their experience in economics and finance – to achieve client goals and personal financial freedom. Their approach interweaves investment-management and financial-planning tools to deliver genuinely forward-thinking perspectives. The firm also provides practice management resources for CPAs and the advisory community. For additional information about 4Thought Financial, visit http://www.4tfg.com.
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SOURCE 4Thought Financial Group