Our Story & Philosophy

Built on Discipline,
Driven by Results

Fund Investment Group was founded on the belief that institutional-grade portfolio management should be accessible to all serious investors — not only to the world's largest banks and sovereign funds.

Our Mission
Why FIG Exists

Fund Investment Group was established to bridge the gap between institutional-quality portfolio management and the individual investor. For too long, sophisticated multi-asset diversification strategies were reserved exclusively for pension funds, endowments, and ultra-high-net-worth family offices with $50M+ to deploy.

We changed that. Starting at $10,000, individual investors gain access to the same disciplined risk management frameworks, global market exposure, and performance-aligned fee structures that define the best institutional managers in the world.

"We don't believe superior risk-adjusted returns should require a minimum $10 million ticket. We built FIG to prove it."

— Founding Investment Committee, Fund Investment Group

Our portfolio managers bring experience from institutional trading desks across New York, London, and Singapore. Every investment decision is governed by a formal Investment Policy Statement, reviewed by our Investment Committee, and executed against hard risk parameters — regardless of portfolio size.

Our Four Pillars
The FIG Standard
01
Transparency First
Every investor sees every fee, every trade allocation, and every P&L figure. No black boxes. No estimated returns. Only verified actuals.
02
Risk Before Returns
Drawdown limits, position sizing rules, and liquidity reserves are enforced before any return objective is considered.
03
Alignment of Interests
We charge a performance fee only on actual net profits. Our incentive is identical to yours: sustained, risk-adjusted portfolio growth.
04
Accessibility at Scale
Institutional standards apply at every tier — from a $10,000 Genesis Portfolio to a $10M+ Pantheon Capital mandate.
Our Numbers
The Track Record Speaks
$4.8M+
AUM Managed
340+
Active Investors
+18.7%
Net Return YTD
1.84
Sharpe Ratio
-4.2%
Max Drawdown
25+
Countries Served
Leadership Team
The People Behind the Portfolio
CW
Charles W. Harrington
Chief Investment Officer
18 years managing multi-asset institutional portfolios across Goldman Sachs London and Morgan Stanley Singapore. Specialises in macro-driven cross-asset allocation and risk overlay strategies.
SK
Sophia K. Nakamura
Head of Quantitative Strategy
Former systematic trader at Citadel and Two Sigma. PhD in Financial Mathematics, MIT. Leads algorithmic signal generation and portfolio risk management infrastructure.
RA
Ravi A. Mehta
Director of Investor Relations
12 years in institutional sales at Deutsche Bank and HSBC. Responsible for all investor communications, onboarding oversight, and relationship management across institutional mandates.
EL
Eleanor L. Beaumont
Chief Compliance Officer
Former compliance director at Barclays Wealth Management. Expert in cross-border AML/KYC frameworks, fund governance, and regulatory reporting across UK, EU, and GCC jurisdictions.
DK
Daniel K. Osei
Senior Portfolio Manager
Equity and fixed income specialist with 14 years across Emerging Market and Global portfolios. Previously at Vanguard and BlackRock asset management divisions.
MT
Ming T. Chen
Digital Assets Lead
Crypto-native portfolio manager with 9 years in digital asset trading. Former Head of Crypto at a Singapore-based hedge fund. Manages FIG's digital asset tranche with institutional-grade custody and risk controls.
Our History
The FIG Journey
2019
Foundation
Fund Investment Group established as a private multi-asset investment management operation. Initial capital of $250,000 under management from founding investor network.
2020
First Full Year — 22.4% Net Return
First complete calendar year delivered a 22.4% net return to investors despite pandemic market volatility. AUM grew to $850,000. Risk framework validated under extreme market stress.
2021
Crypto Tranche Launch
Launched dedicated digital assets allocation (10% of AUM). BTC and ETH positions contributed significantly to annual returns. AUM crossed $2M. Investor count reached 80+.
2022
Bear Market Navigation
Successfully navigated crypto bear market and equity correction. Hard drawdown controls activated in Q2, limiting losses to -4.2% while broader markets declined 20%+. Trust deepened across investor base.
2023
Institutional Program Launch
Launched formal institutional investment programs. First family office mandate ($1.5M). AUM reached $3.2M. Investor base grew to 200+.
2024–Present
Platform Expansion
Named investment plan tiers introduced. Digital investor portal launched. AUM $4.8M+. 340+ active investors across 25+ countries. YTD return: +18.7% net of fees.
Our Values
What We Stand For
Radical Transparency
Every investor receives full visibility into fees, allocations, trades, and P&L. We publish monthly performance reports and make trade logs available on request. No approximations, no estimates.
Fee Alignment
Our performance fee applies only to actual net profit above the high-water mark. In a losing month, we earn zero performance fee. Our financial incentive is permanently aligned with yours.
Risk as Priority One
Drawdown limits, position sizing controls, and liquidity reserves are not guidelines — they are hard rules enforced before any return objective is pursued. Preservation of capital comes first.
Global Diversification
We deploy capital across geographies, asset classes, and time horizons to reduce single-point concentration risk. No single market, country, or sector dominates our exposure.
Investor Accessibility
Every investor has direct access to their Relationship Manager. Questions are answered within 24 hours. We are reachable, responsive, and accountable — always.
Continuous Improvement
Our Investment Committee reviews strategy, allocation, and risk parameters quarterly. Markets evolve — so do our models. We adapt proactively, not reactively.
⚠ Risk Disclosure: All investments involve risk including the possible loss of principal. Past performance is not indicative of future results. This platform is for accredited and institutional investors only.