Illumine Investment Management, LLC advisory services offered through CS Planning Corp., an SEC Registered Investment Advisory firm, wholly owned by FocusPoint Solutions Inc.
To deliver alpha by quantitatively selecting and investing in America's strongest growth companies using fundamentally based factors.
There are durable factors that are predictive of future company growth; However no one factor works consistently over all time frames. Our adaptable multi-factor process searches for America's strongest growth companies. Ongoing, rigorous back-testing and optimization are conducted to validate multi-factors in the screening process.
That respond to today's investment challenges
Large Capitalization Growth US Equity Strategy
All Capitalization US Equity Strategy with portion of the portfolio invested in non correlated holdings using Mutual Funds, ETF's, and CEF's.
A diversified strategy of mutual funds, ETF's and CEF's with global exposure in equities, fixed income, and liquid alternatives
Small Capitalization Growth US Equity Strategy
Our employees are dedicated team players who bring energy, ideas and pride to their work.
Mark is the CEO and Chief Investment Officer at Illumine Investment Management, LLC. In these roles, he is responsible for the overall management of the firm and its investment strategies.
Mark was previously Chief Investment Strategist at Beverly Hills Wealth Management (BHWM) where he was responsible for asset allocation and security selection of managed investment strategies. Prior to BHWM, he was Managing Director and Chief Investment Officer at McComsey Asset Management (MAM). Prior to MAM, Mark held positions at Morgan Stanley and Merrill.
Ivan is the COO at Illumine Investment Management, LLC and is responsible for the day-to-day operations of the business. Prior to joining Illumine, he was Vice President of Asset Management at Beverly Hills Wealth Management (BHWM), and prior to BHWM, he was Chief Compliance Officer at McComsey Asset Management.
He started his career as a Financial Advisor at Morgan Stanley. Ivan holds a BBA in Finance and a BBA in Management Information Systems from Loyola University Chicago.
Mr. Gray specializes in deploying highly efficient, scalable systems to provide a best-in-class technology suite for modern Registered Investment Advisor (RIA) operations. Expertise includes cloud architecture and systems design, as well as legacy migration and hybrid deployments for venture capital oversight groups and tech startups. Emphasis is on financial services and related technologies, catering to the special compliance needs for organizations falling within SEC, HIPAA, and FINRA supervision. Scot's experience includes serving as Chief Technology Officer at Beverly Hills Wealth Management, Vice President - Enterprise Architect at Bank of America, Vice President - Enterprise Architect Countrywide Home Loans Systems, and Architect at Alpha Micro Systems.
Jim is a Senior Advisor to Illumine Investment Management. He is a member of the investment committees for two different foundations. Prior to Illumine Investment Management, LLC, Jim spent fifteen years with Nicolas Applegate in San Diego. He became a partner of the firm in 1992 and played a major role in its growth from $400 million under management to over $50 billion before he retired in 2002. He also spent seven years as a pension consultant for Merrill Lynch, with clients such as Atlantic Richfield, City of Los Angeles and Mattel. He is a graduate of the United States Air Force Academy with a B. S. degree in 1964 and earned an M.B.A. in 1974 from USC.
Maya helps with data entry, daily operations, client communication, marketing campaigns, and back office support.