4Thought Financial Group Takes Number-One Spot in Morningstar Retirement Income Category and Simultaneously Achieves High Marks for Managed Accounts

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4Thought Financial Group has achieved number-one status in the “Retirement Income” category, according to Morningstar’s Separate Accounts database. This rank was achieved by its Global Thematic Distribution portfolio and the firm has also scored high rankings in two other categories during 2015: “World Stock” and “Multialternative.”

4Thought Financial Group

Financial market conditions are constantly changing. To manage this challenge, we embrace an active approach to investing, and our strategies are experiencing positive results.

4Thought Financial Group, a growing multifaceted wealth management firm specializing in formulaic data-driven investment strategies designed to create durable portfolios for clients in all market conditions, has achieved number-one status in the “Retirement Income” category, according to Morningstar’s Separate Accounts database. This rank was achieved by its Global Thematic Distribution portfolio. To date, the firm has also scored high rankings in two other categories during 2015: “World Stock,” and “Multialternative.”

“Financial market conditions are constantly changing. To manage this challenge, we embrace an active approach to investing, and our strategies are experiencing positive results. We recently achieved top rankings due to our formulaic investment design,” said Jesse Mackey, Chief Investment Officer, 4Thought Financial Group. “Our proprietary modeling formulas examine markets from different perspectives, and when we achieve high rankings, it shows that our view of how financial markets function is solidly on track. Recognition of our efforts affords us the opportunity to explain our approaches to investors and advisors as well as to the entire financial services community.”

Recent rankings are based on a year-to-date “gross of fees” returns for the period which ended June 30, 2015, using data available as of July 31, 2015. The recent number one position comes less than a year after 4Thought’s Opportunistic Systematic Investing approach became the number-one performer among all separately managed accounts in the Morningstar Multialternative categories by YTD returns for the period ending September 30th, 2014, based on data available as of October 31, 2014. (All rank determinations made here include only those managers reporting to Morningstar for the discrete time period referenced and exclude from ranking any managers that did not report for the full period.)

In addition to being ranked first out of 116 separately managed accounts reporting in the “Retirement Income” category, for the same time period Morningstar’s database also placed the firm 13th out of 399 in the “World Stock” category, 5th out of 53 in the “Multialternative” category and 11th out of 116 reporting in the “Retirement Income” category, all for different Separate Account strategies.

4Thought Financial Group is rapidly building a strong track record and reputation for its formulaic, data-driven approach toward investing. The firm offers advisors an array of options prepared and tailored for different markets. 4Thought examines markets and sees more than only Bull and Bear conditions. The firm looks for Wolf (high volatility) and Eagle (soaring prices) market conditions, and changes strategies accordingly. The firm uses proprietary data analysis and research in portfolio modeling to generate decision-making formulas that drive buy, sell and asset allocation decisions for each account.

4Thought Financial Group offers advisors multiple investment methods on the innovation frontier with customized approaches toward investing including liability-driven investing to ensure that goals are achieved, regardless of the performance of the financial markets; strategic asset allocation to reduce portfolio risk through asset type diversification; opportunistic investing to provide low correlation with more traditional asset types; and selective/concentrated investing to attempt long-term market outperformance.

For additional information about 4Thought Financial, visit http://www.4tfg.com

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About 4Thought Financial Group
The number four permeates nature, and throughout history it has helped civilization attain higher levels of understanding and success. In the spirit of partnered holistic financial planning, investment management and advisory support, the firm always strives to find the “fourth thought.” Founded in 2010 by Brian and Jesse Mackey and Marty Levine, the firm manages investment portfolios on a discretionary basis. The firm’s experts apply objectivity, global perspective and innovative capabilities – combined with their experience in economics and finance – to achieve client goals and personal financial freedom. Their approach interweaves investment-management and financial-planning tools to deliver genuinely forward-thinking perspectives. The firm also provides practice management resources for CPAs and the advisory community. For additional information about 4Thought Financial, visit http://www.4tfg.com

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Bill Corbett
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