Our investment management services begin with the establishment of an Investment Plan developed from the portfolio optimization process. We will implement, manage and re-evaluate your portfolio on a regular, ongoing basis. Fees are calculated as a percentage of assets under management.
Once an asset allocation strategy has been determined for a pool of capital through the optimization process, specific investment decisions must be made. Our investment advice will incorporate all accounts owned by you to ensure that all investments work together to accomplish
your long term goals and objectives.
We will also assist you in setting up and transferring assets into any other custodial accounts required for the portfolio.
Investment Analysis and Strategies
There is no one particular investment portfolio that is appropriate for all individual investors. The optimal portfolio will depend on the amount and timing of cash flow needs, tax considerations and market conditions. Investment decisions should be based, therefore, on your objectives. Through that objective-driven process, crucial factors such as appropriate levels of risk and return are derived and optimized to achieve those objectives. We believe in developing client-specific investment strategies that emphasize diversified asset allocation by:
Completing a risk profiling questionnaire to determine your specific asset allocation targets.
Analyzing your existing portfolio holdings against target allocations and market-neutral style and sector positions to gauge where your portfolio may be under or over weighted.
Creating a proposal to implement the target allocations starting with cash or around existing holdings or with the addition of index mutual funds, exchange traded funds and actively managed mutual funds.
Analyzing your current mutual fund positions to reduce misclassifications of risk.
Designing an asset allocation strategy at the total market level or allocate to capitalization- and style-specific indexes.
This service includes a personalized Investment Plan based on Modern Portfolio Theory which outlines the strategy just right for you.
If you have any issues or areas of concern regarding your investments, please feel free to give us a call.
Our office is located near Pittsburgh, Pennsylvania on Washington Road (Rt. 19) in South Strabane Township. We would look forward to meeting you!
