Strategy Overview

Custom Balanced Portfolios are structured to provide above-average, long-term, risk-adjusted rates of return, while at the same time placing a strong emphasis on preservation of capital. The asset allocation between stocks and bonds is tailored to your unique risk profile and income requirements. Fixed Income allocation may utilize taxable or municipal bonds depending on portfolio type and/or specific tax bracket.

Investment Process

Custom Balanced Portfolios are invested in large capitalization growth and value companies in economic sectors with high growth potential. Our investment process is executed by the Investment Policy Committee (IPC) which is comprised of professionals with 25 years average experience.

Portfolios are structured with a top-down economic outlook and an evaluation of each economic sector’s growth prospects. We strive to understand the way things work in the world. We integrate economic, political, demographic, and generational trends, proliferation of new technologies and globalization as part of our investment decision making process. The IPC conducts a bottom-up company analysis to select appropriate investments that meet our well established risk/reward criteria. To control risk and reduce volatility, we adhere to a discipline that diversifies our investments across economic sectors and in companies that we expect to have high growth potential.

Customization

Stock Selection

After we formulate an economic outlook, we begin our stock selection process. This process begins with an extensive quantitative analysis of our universe of established high-quality growth and value companies with capital appreciation potential and high relative market liquidity. This analysis provides a collection of attractive investment candidates from which we conduct a detailed study of each company’s fundamentals. The companies where we have identified positive change that is not fully reflected in the share price are considered for portfolio inclusion.