Fundamentum, an institutional asset management firm run by Chad Roope and Paul Danes from our investment team, offers a disciplined investment process and tailored portfolios. Fundamentum portfolios are tactical in nature, allowing them to be nimble and capitalize on opportunities in the marketplace. They strive to deliver long-term, risk adjusted returns within all investment portfolio options.

  • Over 20 portfolios in 5 distinct investment sleeves, focused on Tactical Asset Allocation portfolios, utilizing ETFs, Index Funds, individual securities and actively managed funds
  • Institutional quality portfolio strategies that fit many needs in the financial planning process
  • Dedicated team of Investment Professionals located in Cleveland, Ohio
  • Combined committee experience of 100 years, having managed $40B in various roles
  • CFA® Charterholders

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