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- Custodian
- Fidelity/NFS ยท Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Horizon peak
- Established Date
- 06-01-2021
- Office Locations
- 3
Office Locations
About Factor Investing Group
Fig (Factor Investing Group) is an RIA serving private clients, endowments, and institutions, building diversified, low-cost model portfolios across the risk spectrum. Strategies include low-volatility and deep-value all-equity models with very low expense ratios, plus bond-only models spanning investment-grade to high yield, implemented largely with ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
VICTOR JOSEPH MELFA JR
Chief Compliance Officer, DIRECTOR, President, TREASURER
- CRD
- #3134955
- Ownership
- 50% but less than 75%
KAREN CHRISTINE MELFA
Owner, Partner, Portfolio Manager
- CRD
- --
- Ownership
- 25% but less than 50%
Glacier prime
Optima atlas alpha
- CRD
- #48426
- Ownership
- 29.4%
Showing 2 of 3 owners & executives
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CHRISTOPHER REN-DA CHANG
Senior Vice President
- CRD
- #1802251
KENDRA Renee RASNER
--
- CRD
- #7340239
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,829,624 | $390,190 |
| Non-Discretionary | $0 | -- |
| Total | $348,829,624 | $390,190 |
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Separately Managed Accounts
Total SMA Asset: $348,829,624
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $355,580,042 | 11.1% |
| Public Funds | $781,635,408 | 24.4% |
| Cash | $884,144,969 | 27.6% |
| Corporate - Investment Grade | $246,663,633 | 7.7% |
| Municipal Bonds | $935,399,750 | 29.2% |
| Total | $3,203,423,802 | 100.0% |