Christopher Hobaica

CCM seeks to acquire stocks of exceptional businesses, run by first-class management teams, when those firms are selling at bargain prices. Their investments are predominantly in stocks, corporate/municipal bonds, and stock options. For its stock investments, the firm employs a fundamentals-based investment methodology. For its portfolio holdings, CCM generally seeks a margin of safety in terms of price paid relative to business value received. Their investment gains come from identifying and owning undervalued businesses capable of consistent, long-term growth.

Provides financial instruments, securities brokerage and investment advisory services

Forte Capital offers large-cap growth investment, equity income, balanced (stock/bond blend), fixed income, and actively traded asset allocation strategy investment management services. Portfolio holdings will typically be limited to domestic and foreign equity securities, ETFs, preferred securities, Master Limited Partnerships, corporate debt securities, certificates of deposit, municipal and US government and agency securities, mutual funds, and options. Investment Committee establishes and implements the investment strategy for the firm's clients. Their research employs economic, fundamental and technical analysis as well as a qualitative appraisal of each company or mutual fund's management and business.

Functions as a College/University

HNP Capital Fund Management LLC manages the HNP Growth and Preservation Fund (HNPKX). The fund consistently interprets and responds to market trends and seeks to capitalize on positive momentum, minimizing risk. The fund's investment strategy is based on the belief that price action is more important than prediction. The fund employs an algorithm that ranks broad based indices. When an investment is above value, the algorithm triggers a buy signal. When an investment is below value, a sell signal is triggered and assets are moved to cash, creating flexibility in portfolio risk management and protecting the portfolio from bear markets. This strategy allows the fund to be fully in cash, partially invested or fully invested based on market trends. Under normal market conditions, the HNP Growth and Preservation Fund invests in a group of ETFs, ETNs and/or money market funds. The underlying ETFs generally invest in, and the underlying ETNs generally track indices related to, equity securities, fixed-income securities, real estate investment trusts (REITs) and commodities. HNP Capital Fund Management allocates assets among these categories based on their proprietary risk return screening model. They may also allocate assets to ETFs that hold and ETNs that track indices that are comprised of small and medium sized companies based on their proprietary risk return screening model. The fund's investment strategy includes both growth and value style investing. The fund may invest in ETFs that hold, and ETNs that track, foreign securities and ADRs. In addition, the fund may engage in short-term trading.

HNP Capital uses a core and explores active asset allocation strategy which seeks to control overall portfolio risk and add value to its clients’ portfolios over both short and long-term time periods. The firm’s portfolios incorporate a combination of securities, which may include individual stocks, individual bonds, exchange-traded funds (ETFs) and mutual funds. Their security selection is based on a sound, proven analytics process that seeks to identify companies or sectors that are well positioned to benefit from macroeconomic circumstances and trends. They use proprietary analytics to evaluate the fundamental strength of securities and to impose discipline and consistency to investment decisions. In addition to individual stocks and bonds, HNP Capital strategically incorporates ETFs and/or mutual funds to provide broad, cost-effective exposure to certain styles and/or sectors within mid-cap, small-cap and international markets.