Portfolio Management Solutions

Our investment philosophy while complex and thorough is based on simple known variables. We start with the very goals that we would want from our own investments. Good returns, disciplined approach and limit the downside.

The important question is, how do set up ourselves to achieve all this?

It is has always been difficult for the seasoned professionals to pick consistent winners time and time again never mind the regular retail investor. We can also all agree that it is easier to spot a company that is not doing as well and is potentially going lower. As a result we believe that passive indexing without factoring the quality of the holdings within it leaves the portfolio exposed to unnecessary volatility and provides sub-standard overall returns over the long-term.

To put it simply, by removing the bad apples, you are left with a more effective and profitable portfolio of companies.

What makes a quality investment?

High Return on Equity – Indicates a business with a sustainable competitive advantage, efficient operations and profitability.

Stable Earnings Growth – Demonstrates durability and stability of a company’s business model.

Low Debt to Equity – Determines if returns are based on underlying operations and protects on the downside.

How do we reduce volatility?

We use two measures to determine the volatility of an investment, Beta and Standard Deviation. Beta measures the fluctuations of the investment in comparison to the market as a whole.  An investment with a high beta value would fluctuate more than market and an investment with a lower beta would fluctuate less than the market.  Standard Deviation is the measure of how far an investment fluctuates apart from its mean.

By avoiding the large down turns in the market we do not require the large upswings to gain back our any losses, thus decreasing the stress or risk factor of the portfolio while achieving performance to match.

Download our Educational PDF Guide on Low Volatility Investing…Here!

Enhance your Financial Portfolio

Customized Portfolio Solutions
Quality Low Volatility Investment Strategy
80% Core and Explore (Quality Low Volatility with Tactical Allocation)
SMA Managed Accounts (Proprietary Managed Portfolio’s)
Income Generating Portfolio’s (Receive Income in a Tax Efficient Way)
Please contact us for more information.

Plain and simple, stock is a share in the ownership of a company. Stock represents a claim on the company’s assets and earnings. Our focus is to invest in companies for the long-term and buying equity in the company is a great way to do this.

Bonds are used by companies, municipalities, states and sovereign governments to raise money and finance a variety of projects and activities. Owners of bonds are debtholders, or creditors, of the issuer.

A mutual fund is an investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, or a basket of assets. An ETF, has similar characteristics, but trades on a stock exchange.