Board of Advisors
Animal Funds LLC is a fund family of Investment Managed Exchanged Traded Funds (ETF) created for the average investor. It utilizes a complementing mix of indexes to form model portfolios aimed at reducing risk and improving consistent returns over the long term. These model portfolios are named after different animals to help the average investor easily understand risk tolerance and objectives of the model portfolios that are based on the characteristics of the animals.
We believe that our propietary Animal Funds® concept will allow average investors to shorten and improve their learning curve and provide more confidence in investing.
Our target customers are average investors (78 million Americans) that hold over $16 trillion in assets with Investment Companies (such as mutual funds and ETF’s) as well the millions of those that are in the fringe of wanting to invest but don’t understand investing.
The money management industry has increased in AUM considerably over the last 7 years. But has seen a decline in active money management versus passive investing (using indexes and asset allocation modeling) Passive investing or index investing has seen the most growth because of lesser fees and because performance has in many cases been the same or better than active money managers.
The current trend for ETF growth is strong and seems to be gaining momentum. Animal Funds LLC is well positioned. We offer an ETF model portfolios that utilizes lower fee indexes but incorporate timely asset allocation adjustments depending on what our economic models are forecasting while keeping it simple for the customer to understand.
Our executive management team consist of Investment Professionals with over 20 years’ experience in portfolio management along with a strong background in economics and statistics, portfolio construction for over $120 billion in assets, and experience in creating indexes.
Company Goals and Objectives: Our goal is to be a household name brand in Investment Management industry that has significant market share from the over $16 Trillion in investable assets that is considered the retail (average investor) market. Our objectives are to have $1 billion in Assets Under Management (AUM) in year four and $10 billion in AUM in year eight. We do this by creating model portfolios that accurately mirrors the risk and objectives of each ETF, produce an effective marketing campaign to create a strong brand, and by keeping money management expenses low to attract all investor types.
Business Philosophy: Make it Simple. Easy to understand. Clever.
What Are Animal Funds® All About?
Market opportunities by the numbers
Need in the market. Simple. Easy to understand. Clever.
OVER 78 MILLION
PARTICIPANTS IN DEFINED BENEFIT PLANS
108 BILLION IN NEW FLOWS TO DEFINED CONTRIBUTION IN 2014
OVER 5 TRILLION US ASSETS IN DEFINED CONTRIBUTION PLANS
89% OF THE 16 TRILLION IN U.S. MUTUAL FUND ASSETS ARE HELD BY RETAIL INVESTORS
"Finally! Something I could understand" Animal Funds marketing campaign.