Paul A. Presti, Investment Advisor Representative of Fund Management Corp, brings with him over 30 years of experience in investments and securities. Mr. Presti received a B.S. in Social Studies from the University of Wisconsin, Oshkosh in 1972. From August, 1974 to May, 1983 his experience consisted of management and sales with Central Wisconsin Agencies. From May, 1983 until January, 1984, Mr. Presti was an Investment Advisor. In 1984, Mr. Presti founded Fund Management Corp (FMC).
In November 2014, FMC became a wholly owned subsidiary of Highland Highland Investment Advisors, LLC (“Highland”). FMC clients will continue to be managed by Mr. Presti. FMC brings to the table decades of investment management expertise and acumen. Highland brings to the table financial planning expertise, technology solutions, trading and back office support, and compliance oversight. Together, the combined firms manage over $75 million in assets for clients in over 17 states.
Fund Management Corp’s investment strategy seeks long-term growth of capital appreciation and/or income for total return with an emphasis on risk control to obtain prudent investment returns over a longer period of time. Due to the uncertainty of world markets, more strategic and responsive changes for portfolio construction are necessary for client’s accounts. Flexibility is the key to financial survival. Over the years, Fund Management Corp’s investment philosophy has been based on managing risk as much as it has been for managing returns.
Highland’s Form ADV Part II and FMC’s Form ADV Part II are available upon request.
Fund Management Corp
1025 W. Glen Oaks Lane, Suite 108
Mequon, WI 53092
262.240.9750 x103 (office)