Board of Advisors

Accredited Investors Only

Offering Of Private Placement

2017

 

 

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?

Meet The Team

Javier Jimenez

 

CEO

Javier Jimenez brings more than 18 years of broad-based experience in financial consulting, research, and portfolio management for private clients. He is the President and Founder of Firmo Investment Consulting Services. As the former Vice President, Investments at Wedbush he managed a portfolio of over 200 private client accounts. He has served as a moderator and panelist for “The Los Angeles Times Investment Strategies Conference” with America’s top money managers, stock pickers, and financial planners.

 

Mr. Jimenez has been featured on Bloomberg Radio, The Wall Street Journal, Univision, KABC-LA, Voice of America, Telemundo, Research Magazine and Hispanic Business Magazine. As a guest speaker at the CATO Institute, he discussed the nation’s privatization of Social Security. Mr. Jimenez holds a BA in Economics from California State University, Chico.

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Randy Ford is a CPA with 30 years of financial experience in finance and accounting.  Mr. Ford has most recently served as the CFO for Heritage Bank.  Mr. Ford’s career includes a background in accounting, budgeting, forecasting, strategic planning, cash flow planning and financial reporting.  

 

Mr. Ford has worked with numerous small and start up stage businesses in the US and Latin America developing, establishing and documenting procedures and internal control systems.  

 

Industry experience includes retail, equipment distribution, medical device manufacturing and banking.  Mr. Ford is a member of the AICPA, the UACPA and the Honorary Order of Kentucky Colonels. Randy has earned his MBA from Utah University.

Randy Ford

 

CFO

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Michael Birkland comes to Animal Funds from EntertainandConvince where he served as Director of Marketing. He has vast experience as a writer, director, producer and former television executive for MGM studios.

 

His creative oversight helped successfully develop and market a number of live action and animated series for the studio including Mel Brooks’ Spaceballs: The Animated Series (G4), Stargate Universe (SyFy), Pink Panther & Pals (CN), and Teen Wolf (MTV).  Michael has most recently produced 14 half-hour episodes of The Breakdown: The Science of Dance (Dance Network), set to release in 2016.

 

Mr. Birkland understands consumer habits and trends and utilizes his creative branding techniques to connect with consumers. He holds a BA from the University of Redlands.

Michael Birkland

 

CMO

 
 
 

Board of Advisors

John Shaw

John Shaw

Sam Saldino

Sam Saldino

Steven McClurg

Steven McClurg

Market opportunities by the numbers

Need in the market. Simple. Easy to understand. Clever.

78

108

5

89

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
(AVG HOUSEHOLDS) 

"Finally! Something I could understand" Animal Funds marketing campaign.

 
The Animal Funds, LLC  
1060 S. Main St. STE. 3
St. George, UT 84770
435.319.0087
info@animalfundsllc.com
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