Portfolio Creation and Management
The firm's best investment research ideas meet the client's particular objectives and constraints at the portfolio management level.
We strive to build a close relationship with our clients to apply the firm's investment research ideas better to the client's individual circumstances.
The client service manager and the portfolio manager are usually the primary professional contacts, providing the client with a firm that understands his/her needs, the investment issues, and the operational details of his/her account.
Client Objectives => Asset Allocation Strategy
Equity Research
• Fundametrics® Analysis
• Industry/Sector Fundamentals
• Stock Fundamentals
• Qualitative Analysis
Equity Portfolio Construction
• Strict "Buy" Discipline
• Diversification
• Industry/Sector Weightings
• Market Capitalizations
• Equal Weighting
• Tax Considerations
Equity Portfolio Management
• Strict "Sell" Discipline
• Weekly Review of Holdings
• Rebalance of Positions
• Reinvest Liquid Assets
Fixed-Income Allocation
Market Conditions
• Target Duration Analysis
• Duration Structure
• Quality Selection
• Sector Selection
• Call Protection
Tax Consideration
• Corporate Bonds
• Government Bonds
• Municipal Bonds
Portfolio Construction
• Risk/Return
• Cost Control
• Laddered Maturities
• Structured Strategies
Portfolio Monitor
• Weekly Review of Holdings
• Monitor Quality Changes
• Access Economic Conditions
