TEAM Launches Asset Strategy Fund

Harrisburg, Pennsylvania-based TEAM Financial Asset Management, LLC, has launched the TEAM Asset Strategy Fund (TEAMX), the company announced.

A news release said the new offering is managed by James Dailey and Charles Brennaman and will follow the same strategy that the adviser has used for its private client’s accounts since 2003. The portfolio has the flexibility to invest across the globe, focusing on specific asset classes it believes are best suited to perform well in a given economic environment, according to the announcement. 

“TEAM Asset Strategy Fund will help investors take advantage of global economic trends through a variety of investment vehicles across a wide array of asset classes,” said Dailey, in the news release. “Depending on where we see opportunity, we will invest in everything from traditional equities to commodities and hedging products to help our clients accumulate assets. This approach has been successful in navigating intermediate and short-term market volatility.” 

According to the news release, the company uses complex systems analysis, which it said is a technique typically used by quantum physicists and mathematicians to identify structure in seemingly random chaotic events, such as the unseen but known structures found in beehives or snowflakes. In finance, its laws are applied to help identify the inflection points where trends will change and prices will be affected.


The TEAM Asset Strategy Fund is available through Charles Schwab and direct at www.teamassetstrategy.com


Aon Hires Matson as Large Market Business Developer

Aon Consulting has made a new hire to expand its business with large market clients.

Aon said that Steve Matson has joined the firm as a large client business developer for the U.S. across all regions. In that role Matson will work directly with business development and regional leadership to drive growth through increased representation of Aon’s consulting capability with large clients, according to a press release. 

Matson brings with him more than 25 years of experience of building and managing global accounts with Hewitt Associates. As a principal, Matson was responsible for leading global consulting business development efforts for Fortune 500 companies and providing human resources solutions, including talent management, organizational effectiveness, and merger and acquisition support, according to the announcement. 

“Aon Consulting continues to build its large market presence by expanding our capabilities across the country,” said Chris Michalak, head of U.S. business development and growth for Aon Consulting. “Steve brings a wealth of experience and will serve as a strong resource and consultant to our clients.” 

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