Frederic M. Smoak, CFA

Frederic M. Smoak, CFA

Educational Background and Business Experience

Mr. Smoak attended and was graduated from Emory University in 1973 with a degree in Psychology.

For the past 14 years, Mr. Smoak has served as principal, client advisor and portfolio manager for Euclid Investment Advisory.

Mr. Smoak has worked in the financial services industry since 1982.

Mr. Smoak earned the Chartered Financial Analyst (CFA) designation in 1985.

Other Business Activities

Mr. Smoak receive no commissions, bonuses or other compensation based upon the sale of securities or other investment products, including distribution or services (“trail”) fees from the sale of mutual funds.

Supervision

Frederic Smoak, Principal is supervised by William Hoover CCO. He can be reached at 561-282-9001. Mr. Smoak conducts regular reviews of investment strategy and execution with Mr. Hoover.