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At the core of f3Investment Management is the CIO suite.

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The team develops our views on the markets and drives the narrative for our approach to managing wealth. These views are expressed in the various investment offerings available to our advisors and their clients such as:

Asset Allocation Guidance

Balanced Models
(Asset Allocation)

Market Analysis

Monthly Commentary

NOV 2023

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DEC 2023

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JAN 2024

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Monthly
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Jason Orlosky

Chief Investment Officer

Jason Orlosky is the Chief Investment Officer (CIO) for f3Investment Management. In this role, Jason oversees the firm’s investment strategies as well as market outlook. His approach to the markets is based on long-term market trends and focusing on areas of economic growth.​ Proficient in a variety of areas, Jason’s work across f3Investment Management is diverse and broad reaching. Jason oversees the development and maintenance of all asset allocation models for f3Investment Management. The purpose of his strategies are to equip advisors with solutions that attempt to successfully mitigate risk while maximize value over the long term. Jason started his career in the Wealth Management division of Lehman Brothers. In his roles at the firm, he designed portfolios for executives, institutions, and non-profits as well as worked with a number of the firm’s top wealth management clients. Following the bankruptcy of Lehman Brothers, he moved to UBS to help rebuild his team’s wealth management business. In 2010, Jason joined Barclays Wealth Americas to help rebuild the former Lehman Brother’s wealth management division. In his role as a Senior Portfolio Strategist, he helped to rebuild the offices for the eastern half of the United States and Buenos Aires. During his tenure at Barclays, he joined the firm’s investment committee and then helped to launch the division’s portfolio management group. Within his roll as the Head of Thematic Portfolio Strategies and Head of the Tactical Allocation ETF Portfolios in the portfolio management group, Jason developed the foundation for many of the strategies that he still manages today. Following the sale of Barclays Wealth Americas to Stifel, Jason first became the CIO for the BPG Group and Senior Portfolio Manager of the ETF and High Dividend Equities Strategies. Jason then expanded his network across Stifel as the Director of Thematic Strategies and a member of the firm’s Investment Strategy Group. In these rolls Jason was responsible for the development, implementation, and ongoing management of model equity portfolio strategies and the Tactical ETF Strategies.​ He has also served as a member of Stifel’s Tactical Asset Allocation Investment Committee. Jason lives in Southern Connecticut with his wife and three children. He received a B.S. from Babson College in Babson Park, Massachusetts.

Managing Your Wealth

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Liberty Program

The Liberty Program is designed for investors with investment portfolios as little as $10,000 who wish to utilize our institutional asset allocation and portfolio management process. Liberty models provide clients with diversified investment solutions with a focus on actively managing downside risk through the use of mutual funds and ETFs.

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Freedom Program

The Freedom Program is desired for investors with investment portfolios of at least $250,000 who wish to utilize our institutional asset allocation and portfolio management process. Freedom portfolios are designed with a custom-tailored approach that uses a combination of broad and granular investment strategies as well as individual stock positions. Investors benefit from the use of our Unified Management Account (UMA) platform that provides access to multiple separately managed account (SMA) strategies or “sleeves”, which are actively managed to gain maximum tax efficiency and risk-appropriate market exposure.

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Custom Portfolios

Custom investment solutions for the institutional investor seeking a portfolio that matches their unique investment and liquidity requirements. A combination of core and custom strategies are utilized to create a bespoke portfolio that meets that complex needs of institutions.

Investments in model strategies may expose the investor to risks inherent within the model and the specific risks of the underlying investment directly proportionate to their allocation. All investments involve the risk of potential investment losses, and no strategy can assure a profit.

Portfolios

Organizing the Markets

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Defining Our Investment Universe

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Understanding Risk Across Your Portfolio

Whitepapers

Investor Perspectives

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2023 Market & Economic Outlook

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The Effect of Rising Rates on Bond Portfolios

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Understanding the Fed's Position on Rates

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Return of the Balanced Portfolio

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10 Surprises That Wouldn't Surprise

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Using the Past as Prologue: Comparing the 1970’s to Today

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Understanding the Regional Banking Crisis

Excerpt

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