Investment
Our research focuses on finding active or passive managers who offer the best prospect of benchmark performance or better in each chosen asset class. Our research process screens for managers with specific talent, not individual companies or stocks. We select and manage managers utilizing no-load mutual funds or ETFs.
Our investment philosophy emphasizes broad portfolio diversification with exposure to a variety of asset classes. We build conservatively-based, personalized portfolios that are designed to help our clients meet long-term goals. Client portfolios are well-diversified by equity management style, market capitalization, global region, and economic sector.
Charles E. Hipp, CFA, Associate Director of Investment Research
Charles E. Hipp joined TFC Financial Management in 2005, and serves as a member of the firm's Investment Committee. He provides in-depth research on mutual funds, stocks, bonds, and current capital market conditions.
Prior to joining TFC Financial Management, Mr. Hipp worked as an investment analyst for Fidelity Investments, where he served as an in-house investment resource, supporting Fidelity's Investment Consulting Services, Product Development, and Marketing Communications. He provided quantitative and qualitative analysis on Fidelity's mutual funds, as well as those of its competitors. His analysis focused on asset allocation, manager style, and mutual fund performance and positioning, as well as capital markets conditions and trends.
Prior to joining Fidelity, Mr. Hipp worked for State Street Bank and Putnam Investments. During his tenure with State Street Bank, he was responsible for quantitative portfolio analysis, including equity and fixed-income attribution, value at-risk analysis, and peer comparison reporting. He also completed several asset allocation studies, and was responsible for writing and presenting a monthly capital markets summary.
Mr. Hipp graduated from Framingham State College with a Bachelor of Science degree in finance. He is a CFA charterholder and has successfully completed the Series 7 and Series 63 securities examinations. He is also a member of the CFA Institute and the Boston Security Analysts Society.