Asset Management

Best In Class Veteran Owned & Operated

Academy’s Dual Mission: Academy delivers results for clients, using a client-centric approach to help investors meet their goals, and Academy is committed to training opportunities for veterans, pairing the best Wall Street veterans with high potential military veterans.

50%
Target of military veterans employed throughout the organization
87%
Leadership served in the military
100%
Equity is owned by military veterans

Certified as a Disabled Veteran-Owned enterprise

Our Investment Overview

Our Fixed Income Competencies

  • Cash / Short Duration
  • Core Fixed Income
  • Securitized
  • Municipal

Fixed Income Emphasis

  • Significant experience in fixed income markets
  • Broad market access
  • Portfolio management specialty

Separately Managed Accounts

  • SMA offers flexibility to meet client objectives
  • Integration with client’s current custodian
  • Client reporting and accounting through Clearwater Analytics

Low Risk Focus

  • Seek appropriate risk- adjusted return
  • US dollar denominated securities
  • No leverage

Our Investment Philosophy

  • Academy Asset Management (AAM) employs a disciplined risk management approach.
  • The team has access to bonds and liquidity, through a network of institutional and regional broker dealers.
  • We employ comprehensive pre-trade portfolio analytics that assess the potential risk/return of trades under consideration.
  • The AAM team has potential to identify and transition out of credits in anticipation of adverse market events.

What makes our firm different?

Genuinely Veteran

Academy is an authentic diversity firm that is focused on both delivering investment performance and impact. Our tight-knit corporate culture promotes a mission driven, innovative, team approach to solving problems and executing our clients’ needs.

Opportunities for Veterans

Academy is committed to training opportunities for veterans, many of whom have deployed to Afghanistan and Iraq. We pair the best Wall Street veterans with high potential military veterans, sharing a mindset driven by service, duty, loyalty, and teamwork.

Transferable military skills to the financial services industry including:

Investment Team

N Navy
A Army
M Marines
AF Air Force
CG Coast Guard
Seth D. Rosenthal, CFA
Chief Investment Officer
Years of Experience: 22

Seth was previously the Head of Bank Portfolio Management at Northern Trust. In his 16-year career at Northern, he oversaw $100 billion in global fixed income and money market assets across a range of duration and credit mandates. Prior to Northern Trust, Seth spent 10 years at Bank of Montreal-Harris, holding various roles in Treasury and Credit Analytics. He holds the CFA charter and BBA from the University of Iowa.

John Gilmore
Portfolio Manager
A
Years of experience: 4

John previously worked for the Vanguard Group in the enterprise data science team in the Planning and Development Group. He oversaw work across asset classes, on ESG investing, and on model portfolios. John was a former Army Officer, having served in the 1st Cavalry, 82nd Airborne and Corps of Engineers with deployments to Iraq and twice to Afghanistan. He holds a BS from the United States Military Academy West Point, an MS from the Massachusetts Institute of Technology, and an MBA from the Wharton School of the University of Pennsylvania.

Contact Us

Email: [email protected]

Phone: 773-365-1401