YOUR SUCCESS is our legacy
Our team’s investment philosophy is to develop and manage portfolios that seek to position portfolios to achieve superior risk adjusted returns in both up and down markets. To accomplish this, we put a high emphasis on selecting quality managers in all asset classes.
We evaluate managers on more than just quantitative analysis. We review their philosophy, process and methods and build strategies that give true diversity.
Our advisors follow an investment strategy that provides them with not only operational efficiency, but also enables them to create your portfolio based on your individual preferences, needs, values and goals.
It is also a strategy that grants transparency; our team will inform you of decisions and reasons, and help educate you regarding the investment process.
Evaluate the investment environment
There are many overarching conditions that affect investments including economic, political and financial forces. Our team will use forward-looking capital markets assumptions to identify long-term themes and how best to plan for them. Because many different environments present themselves over the course of a complete market cycle, the investment team will also monitor current economic conditions and make tactical adjustments when apparent determinable circumstances warrant.
Our team designs each strategy by utilizing a number of research profiles and overlaying with our convictions based on our environmental evaluation. Flexibility is built into each strategy through the use of selected tactical manager.
Our team consistently searches for and evaluates potential preferred managers in all asset classes including tactical, stock, bond, blended, and alternative styles. Raymond James Asset Management Services group has proven to be a great resource in this area.
Once the design is established, individual managers whose abilities are well suited to the design are selected from the preferred manager list.
Ongoing portfolio performance is evaluated is accomplished by utilizing a number of 3rd party portfolio evaluation services. This provides an unbiased review and evaluation of our approach and helps identify any areas that may need to be evaluated or modified.
Model and Portfolio Re-evaluation
Semi-Annually, our investment team reviews each strategy design to determine if environmental conditions require adjustments to be made to any allocation; this includes manager changes, if any. Forward-looking capital market analysis is made annually and models are adjusted accordingly. Circumstances may, from time to time, cause our investment team to evaluate and/or change strategies and/or portfolios more frequently.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Diversification and asset allocation do not ensure a profit or protect against a loss.