Kevin Grimes, Joe Benoit, and Chris Deeley
Portfolio Managers
Kevin Grimes, CFA
Risk Managed Income Strategy Co-Portfolio Manager
Kevin is Co‐Portfolio Manager on all of the tactical investment strategies of Grimes and Company, Inc. and serves as Advisor to the Grimes Core Equity and Core Dividend individual stock strategies. Prior to joining Grimes and Company, Inc. in 1998, Kevin was an Equity Trader at a large independent brokerage in Boston. He graduated from Babson College, where he volunteers and mentors regularly and sits on the Babson endowment Investment Committee. As an industry leader he sits on Fidelity Investments’ RIA Leaders Committee as well as the Advisory Panel for Charles Schwab Institutional. Kevin has earned the Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ designations. Kevin previously sat on the Board of Directors of the Red Cross of Massachusetts and is a member of The Boston Security Analysts Society (BSAS).
Joe Benoit, CFA
Risk Managed Income Strategy Co-Portfolio Manager
Chris Deeley, CFA
Risk Managed Income Strategy Portfolio Manager
Strategy
Risk Managed Income
The RMI strategy was launched in January 2012†. Financial advisors, institutional investors and model-portfolio platforms may choose to allocate to the RMI strategy as an alternative to passive, long-only exposure to bond indexes or through mutual funds, ETFs or directly.
We believe that tactical adjustments around beta are good sources of alpha.
†LHA has a license from Grimes and Company, Inc. to employ and market the Risk Managed Income Strategy.