Dan Kostaroff

Natixis Advisors uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to non-discretionary clients. They utilize investment recommendations which may be provided by model portfolio providers. The firm can also combine, for multi-manager and unified managed account strategies, more than one model portfolio.

PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation.

LSIA manages client accounts using a customized allocation of assets based on the client’s specific investment goals and objectives. Generally, the firm allocates a portion of the client’s portfolio to equities through direct investment in stocks and, if appropriate, a portion of the portfolio to fixed income through direct investment in bonds. They use fundamental credit research, manage interest rate risk, and implement yield curve strategies with the goals of preserving capital, generating income to meet spending needs and enhancing total return.

Functions as a College/University