Our team is built to bring you the best in Portfolio Management, Analysis,

Back Office Operations, Trade Support, Compliance and Marketing.

Investment Professionals

Team

Dr. Charles Lieberman

Chief Investment Officer

  • Income with Growth
  • Fixed Income
  • ACM Investment Committee

Team

Dr. Alan Greenspan

Economic Advisor

  • Advisor to ACM Investment Committee

Team

Dr. JoAnne Feeney

Portfolio Manager

  • Growth
  • Balanced
  • ACM Investment Committee

Team

David L. Ruff, CFA®

Portfolio Manager

  • International Strategies
  • Small/Mid Cap
  • ACM Investment Committee

Team

David Lieberman, M.B.A.

Portfolio Manager

  • Global Balanced
  • ACM Investment Committee

Team

Kevin Kelly

Portfolio Manager

  • Fixed Income
  • ACM Investment Committee

Team

Randall Coleman, CFA®

Portfolio Manager

  • International Strategies
  • Small/Mid Cap
  • ACM Investment Committee

Team

Paul Broughton, CFA®

Portfolio Manager

  • US Dividend
  • International Strategies
  • Small/Mid Cap
  • ACM Investment Committee

Team

Kevin Strauss, CFA®

Portfolio Manager

  • Fixed Income
  • Balanced
  • ACM Investment Committee

External Support Team

AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY

Compliance

Compliance needs are extensive and constantly changing.  When done correctly, normal process and procedure should be seamless.  Our team works closely with our broker/dealer and RIA partners in ensuring that we can identify and monitor a variety of industry regulations, specific portfolio liabilities and operational risks.  Our efforts seek to mitigate these risks and provide a smooth operating environment.

Analysts

Our analysts make up an important part of our investment management team.  In coordination with our Portfolio Managers, our analysts model macro and micro economic conditions, as well as individual companies.  Our fundamental approach requires an in-depth analysis of every security covered to determine what sort of position to take with that security.

Operations

Our back office operations team is focused on helping increase advisor productivity and overall client satisfaction.  Our team is extensively trained to assist on a variety of requests made by advisors and their clients.  From paperwork solutions and account billing to document storage and administration, our main objective is to operate a standardized and efficient workforce.

Trading

Our trading department implements all aspects of our designed portfolio allocations.  By utilizing prime brokerage relationships and industry leading software, our team is able to operate across a multi-channel custodian environment.

Marketing

Investors today are more informed than ever. They want the transparency to understand how investment decisions are made and how global events impact their investments.  Our marketing team provides a unique set of tools and communication methods to help keep advisors and their clients informed about their portfolios. From weekly commentary e-mails to quarterly webinars, our market insights are always available.

Support

Our primary goal is to develop a partnership with every advisor to help build and support their practice.  In addition to our portfolio management services, our team is equipped with the skills and materials to help create and maintain a “client first” environment.  Our ongoing support model consists of providing resources to maintain a high level of satisfaction across the board.