Investment Committee

Strength from Experience, Process, and Strategy

The G5 Financial Group’s in-house SEC Registered Investment Advisor has an investment committee to better serve the firm’s clients, both now and in the future.

Financial Design and Management, Inc. (FD&M)¹ an SEC Registered Investment Advisor, has been offering tactical asset management since 1988. Sitting on its investment committee are six tenured and experienced investment professionals. Collectively, the investment committee has directly managed client portfolios for nearly 75 years. You can feel confident that assets entrusted to FD&M are managed by a trustworthy and experienced team.

The team is comprised of three G5 Managing Principals and three G5 Principals². Mark L. Kornblau is Chair of the Committee and Lowell J. Adrian is Senior Committee Member. The other team members are John Alpers III, Larry P. Finch, Scott Forsyth and Christopher Scott. Decisions are made on your behalf by this knowledgeable, collaborative Investment Committee. Each member brings a different perspective and insight to the table, helping to ensure that you and your investment portfolio are given the attention deserved and required in an ever-changing world.

We meet monthly, by phone or in person to determine investment policy, analyze the latest economic outlook and market conditions, and create and implement a tactical investment strategy to appropriately manage risk and return for our clients. This collaborative environment and formalized investment process ensures continuity of portfolio management throughout your life’s financial journey and beyond. As of March 31, 2009, investment committee members manage approximately $185 million in client assets.