Asset Management Process
The Asset Management Process includes the following steps:
- Assessment of Goals and Objectives – The first step in the Asset Management Process is the assessment of client’s assets, goals and objectives. Our seasoned portfolio managers work closely with both individual and institutional clients to understand and accommodate their unique needs and circumstances.
- Asset Allocation – The primary driver of an investment portfolio’s performance is the asset allocation, which defines the mix of stocks, bonds and cash in a portfolio, and further breaks those asset classes down into sub-classes like growth vs. value or small vs. large for stocks. We formulate disciplined investment strategies and asset allocation plans that align with your investment objectives, income needs, time horizon, and risk tolerance.
- Security Selection – Our flexible investment platform allows us to choose from virtually any publicly traded stock and most mutual funds including closed end funds and exchange traded funds. Working within the parameters laid out in the asset allocation process, we design portfolios with the specific needs of each client in mind.
- Portfolio Rebalancing – As market conditions change and client needs evolve, we rebalance portfolios to ensure that the mix of assets in each client’s account remains consistent with that individual’s objectives.
- Performance Monitoring and Reporting – Our state-of-the-art reporting system allows us to customize the presentation of performance data for each individual client. It allows us to benchmark each segment of the portfolio against the appropriate index and to monitor the progress of each security and the overall portfolio.
