QUESTIONS
AND ANSWERS.

FAMMO is the company behind programs, frameworks and technology for investing teams.

FAMMO Teaming is the framework teams use to form, learn, plan, execute, review and improve together. It provides the structure, official events and operating practices investing teams need to remain organized and disciplined.

The FAMMO Company Team Implementation is the process of bringing FAMMO Teaming into a company. It includes preparing the company, establishing the program environment, preparing the program administrator, forming the first employee team and guiding that team as it begins using the framework.

The FAMMO Employee Investing Team Program is an opportunity companies can offer employees who are interested in learning how to invest and develop their skills within a team environment.

FAMMO provides the company program setup, the FAMMO Teaming framework, first-team formation, official team events, implementation guidance and the core materials investing teams need to operate with structure and discipline.

The program is designed for companies interested in offering employees a new way to develop investing knowledge, execution skills and disciplined team habits.

No. Teams may include employees with different levels of experience. Each team establishes its investment focus, learning plan, meeting schedule and participation expectations.

Teams may explore an investment approach that fits their team profile, experience and day-to-day work life. This may include long-term investing, position trading or active trading within the guidelines established by the company.

No. FAMMO provides a team-development and execution framework. FAMMO does not recommend that employees buy, sell or hold any particular investment.

No. FAMMO establishes a structured learning and operating environment. Teams select their educational resources, investment interests and strategies within the guidelines established by the company.

No. FAMMO does not accept, hold, pool, manage or invest employee funds.

No. Each employee maintains control of their own investment accounts, money and financial decisions. Teams work together around learning, preparation, opportunity review and disciplined execution.

Each employee decides whether to act on an investment opportunity. Participation in a team does not transfer control of an employee’s money or investment account to FAMMO, the company or another team member.

No. Investing involves risk, including the possible loss of principal. FAMMO does not guarantee profits, financial growth, investment performance or any particular financial result.

No. FAMMO is a team-development and structured execution company. Brokerage services, financial products and professional investment advice must come from appropriately qualified third parties.

The company establishes the internal program environment, identifies a program administrator, determines employee eligibility and approves the policies, boundaries and tools employees will use.

Employees remain responsible for their individual investment decisions. The company determines how the program will operate within its environment but does not direct employees to purchase or sell investments through the FAMMO program.

Not as part of the standard FAMMO program. The company pays for the program engagement but is not required to provide employees with money to invest.

No. The recommended structure is voluntary participation for employees who are interested in developing investing knowledge and working within a team.

The company determines when participation may occur. Each team establishes its meeting schedule based on its learning plan, investment approach and company guidelines.

Not initially. The program can operate through tools the company already uses, including Microsoft Teams, SharePoint, Google Workspace or another approved communication and document-management environment.

The FAMMO Team Workspace is the technology being developed to support the complete team experience. It will give teams one place to retain agreements, strategies, learning plans, execution alerts, team activities, reviews and other operating records.

The workspace shown on the website represents the planned dedicated FAMMO platform. The first company implementation can begin using the company’s existing Microsoft, Google or approved collaboration environment while the platform is under development.

Teams may retain their team agreements, member information, investment strategies and playbooks, learning plans, educational resources, meeting schedules, planning materials, execution records, team reviews and celebration history.

Yes. The company can designate a program administrator and program leads to oversee participation, establish access and confirm that teams are operating within company guidelines.

Yes. Beginning with one company-approved team gives the company an opportunity to validate participation, operating policies, technology and internal support before expanding the program.

Implementation may include company setup, administrator preparation, program configuration, employee team formation, introduction to the FAMMO Teaming framework and guidance for launching the team’s official events. The exact activities depend on the implementation option selected.

FAMMO offers a one-day Framework Workshop and a two-day Company Team Launch. The two-day launch also includes 30 days of implementation support. The schedule, participants and delivery method are confirmed with the company before the engagement begins.

The company and participating employees continue using the FAMMO Teaming framework and official events. Any included support begins according to the selected engagement. Additional launches or ongoing support can be discussed as the program grows.

The Company Readiness Assessment confirms the company’s strengths, identifies gaps and determines whether the one-day Framework Workshop, the two-day Company Team Launch or additional preparation is the appropriate next step.

The assessment includes advance preparation, review of the completed Company Readiness Form, a 60–90 minute assessment session and a written findings report. The report documents confirmed strengths, identified gaps, recommendations and the appropriate implementation path.

The one-day workshop introduces company representatives to the FAMMO Teaming framework, official team events, operating practices, administrator responsibilities and core materials. The company leaves prepared to apply the framework and continue the internal implementation.

The two-day launch includes company setup, program-administrator preparation, the first-team formation experience, implementation of the FAMMO Teaming framework, core program materials and 30 days of implementation support.

Program fees may qualify as a business expense depending on the company’s circumstances. Companies should consult with their tax professional regarding applicable tax treatment or deductions.

A company can submit the Company Interest Form to schedule an introductory conversation and determine whether the FAMMO Company Readiness Assessment is an appropriate next step.

Yes. Employees who believe the program may benefit their workplace can use the prepared employer message on the FAMMO website to introduce the program to a manager, human resources representative or company leader.