Rick Lange

Vice President, Business at First Foundation Advisors

Rick Lange

Rick Lange

Vice President, Business at First Foundation Advisors

Overview
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49

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Portfolio Manager at First Foundation Advisors

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Portfolio Manager at First Foundation Advisors

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Vice President at First Foundation Advisors

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Managing Director at First Foundation Advisors

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Managing Director of Fixed Income Investments at First Foundation Advisors

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Managing Director of Equity Investments at First Foundation Advisors

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Managing Director at First Foundation Advisors

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Managing Director at First Foundation Advisors

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Managing Director at First Foundation Advisors

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Managing Director, Wealth Planning at First Foundation Advisors

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Rick Lange
Vice President, Business at First Foundation Advisors
Career History
Vice President, Business
Current

First Foundation Advisors (FFA) is a value manager that manages portfolios including individually owned securities, mutual funds and fully discretionary sub-advisor accounts. The firm's process may meet some client's objectives by using a complete portfolio of mutual funds or a combination of individual US-listed stocks and mutual funds to meet an allocation in specialized investment areas such as foreign stocks. FFA also serves clients who require that their portfolios are 100% invested with sub-advisors in an open architecture platform whose performance is monitored by the firm. By offering a combination of proprietary core investment capabilities complemented by selected mutual funds and sub-advisors.FFA manages fixed-income holdings with the goal of minimizing fees and maximizing safety through high-quality investments. They supplement their fixed-income diversification through the use mutual funds for specialized areas such as global, US Government securities and opportunistic fixed-income investments. The firm may purchase municipal or corporate bonds, US Treasuries, foreign bonds, high yield bonds, investment grade bonds, MBS, REITS and other forms of fixed-income securities. Individual bonds and/or no-load bond mutual funds are used depending on a variety of factors including price, asset class, expected holding period, risk, liquidity and marketability. The firm actively manages municipal bond portfolios consisting of general obligation bonds, education bonds and utility bonds. The firm manages a core all-cap equity portfolio that seeks to outperform the S&P 500 on a risk-adjusted basis over a full market cycle. Their diversified proprietary portfolio of 25 to 40 stocks focuses on the stocks identified in their analysis and adheres to a disciplined, long-term investment approach. FFA's all-cap portfolio strategy seeks to capitalize on stock market inefficiencies through rigorous, bottom-up fundamental research. They purchase stocks that are trading at a substantial discount to a conservatively estimated intrinsic value.FFA uses mutual funds for investments in asset classes requiring specific expertise including global small-cap equities and global fixed-income securities. These pooled investments provide clients with access to specialized assets classes at institutional pricing.The firm uses alternative investments to diversify portfolios in an endowment style model to reduce rapid changes to a client's overall portfolio market value. FFA seeks to provide enhanced diversification and yield with less volatility than the traditional investment portfolio approach.

Events
Attendee
Los Angeles, CA, United States
2012 ACG Los Angeles Business Conference

Other Affiliations

Rick Lange is affiliated with First Foundation Advisors

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