QUANTITATIVE DESIGN
By combining cutting edge quantitative risk technology and human market intelligence, we build portfolios designed to provide efficient market exposure with highly customizable attributes.
COST AND TAX EFFICIENT
When it comes to detailed financial analysis, technology can do it quickly, accurately, and efficiently. This saves time and money. And we pass those savings along to you in the form of lower fees. Because it’s the right thing to do.
A TRANSPARENT APPROACH
Investors do not need complexity and “black box” solutions to find outsized returns. Our approach focuses on implementing liquid high quality investments in companies most people are familiar with and blending them to meet the right goals for individuals and institutions.
HOLISTIC AND COMPREHENSIVE
By utilizing leading edge technology, we don’t just look at one stock or one account. We take a complete look at your entire wealth picture and evaluate how each part interacts with the other pieces to provide you a comprehensive picture of where your risk lies.
WEALTH MANAGEMENT
Utilizing the same risk analytics implemented in our equity strategies, Greybox Investments constructs both risk and goal based asset allocations for individuals and institutions. Our allocations always focus on forward looking market expectations built from investment knowledge, while risk analysis provides a deeper look at the broader correlations and risk implications of different asset classes. The result is a holistic and tax aware strategy that is diversified not just from an asset class standpoint, but from a broader investment approach as well.
CORE STRATEGIES
Global Core Equity – 40-60 large cap global equities securities. Emphasis on low turnover and long term capital appreciation. Exposure to both developed and emerging international exposure. Benchmark: MSCI All Country World Index (ACWI)
Large Cap Core Equity Income – 30-40 large cap US equity securities. Constructed to maximize potential dividend income while maintaining a similar risk profile to the benchmark. Benchmark: Russell 1000 Value
THE TEAM
MANAGEMENT TEAM
KEN CARLSON, CFA
SENIOR PORTFOLIO MANAGER
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Ken Carlson has been deeply involved in the portfolio management process for over 30 years. His primary responsibility at Greybox Investments is portfolio strategy, with an emphasis on thematic change. Prior to Greybox Investments, Mr. Carlson was the Chief Investment Officer at The Trust Company of Sterne Agee, the CIO of Jurika & Voyles (Oakland, CA), and Head Trader at Boatmen’s Trust Company (St. Louis, MO). Over the past fifteen years, Mr. Carlson has been leading the charge toward using dynamic factor based portfolios to improve transparency and cost management within the securities industry. Ken is a graduate of Taylor University. He is the Chairman of the Investment Committee for the United Way of Central Alabama and has been a Chartered Financial Analyst since 1996.
DONIE CARLSON
MANAGING MEMBER
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Donie Martin Carlson is the Managing Member as well as Chief Compliance Officer of Greybox Investments. She founded Greybox Investments to bring high level quantitative portfolio engineering to the Birmingham market. Ms. Carlson previously worked for JP Morgan in San Francisco in Institutional Fixed Income Sales. Her clients included PIMCO, The State of California, LA County, Pacific Mutual, Franklin Templeton, Wells Fargo, and the Bill & Melinda Gates Foundation. Ms. Carlson serves on the Board of Trustees and the Investment Committee of Chatham Hall, and has business interests in Martin Farm, Albemarle Corporation and Rockhouse, LLC. She is a graduate of Vanderbilt University.
ROY RUMBLEY
SENIOR VICE PRESIDENT
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Roy comes to Greybox Investments with over 12 years of experience in the financial services industry. Prior to joining Greybox Investments, Mr. Rumbley was a Wealth Advisor for Sterne Agee for several years before establishing his own independent financial services company. Mr. Rumbley received his B.S. in Business Administration from the University of Alabama and his Master of Business Administration from Jacksonville University. Mr. Rumbley was also a football letterman for The University of Alabama under the leadership of Coach Paul “Bear” Bryant.
Contact Us
Address: 2129 1st. Avenue North, Suite 201
Birmingham, AL 35203
Phone: 205-703-0900
