General Investing >> Money Manager Interviews >> September 18, 2014

Balancing Bottom-Up Analysis With a Macro Perspective

Schaff, Val
Val Schaff is a Senior Vice President and Portfolio Manager with FCI Advisors. He is the Equity Portfolio Manager and Head of FCI’s Core Equity Strategy and Investment Review Committees. Mr. Schaff joined FCI Advisors in 2000, serving as an Equity Portfolio Manager and Equity Analyst. He has more than 30 years of experience managing portfolios for personal trusts, employee benefit plans, foundations, endowments and investment management accounts. Previously, he headed the investment management group of the Kansas City region of Mercantile Bank — now U.S. Bank. Mr. Schaff received a B.A. from Kenyon College and an MBA from Washington University, St. Louis. He is a Chartered Financial Analyst charterholder and a member of the CFA Institute and the CFA Society Kansas City. Profile
TWST: Let's start with a bit of background on FCI Advisors and a snapshot of the firm's business today.

Mr. Schaff: FCI Advisors was founded in 1966. It was originally an investment