Summary: Investment Management Services -
Philosophy and Process
View our Entire Investment Philosophy and Process
Because investing is an emotional issue, we believe it is imperative that management is executed and overseen by a dispassionate professional, who has the resources and expertise to do the job. Additionally, this professional should have a specific philosophy that is consistent with your needs.
StrategicPoint Investment Philosophy
StrategicPoint believes that those who limit losses by effectively managing risk are more likely to achieve their longer term goals. We do not aim to “beat the market”; rather to help you achieve returns that are appropriate, given your specific risk tolerance.
Tactical Asset Allocation
StrategicPoint employs a proactive, tactical asset allocation process. Our ongoing analysis, asset allocation and individual holdings can change based on how much risk we think is in the economy and our portfolios. We believe it is possible to enhance the risk-reward ratio by making prudent and informed adjustments to selected securities.
StrategicPoint Portfolio Models
StrategicPoint offers five portfolio models, each with a range of investment risk. As a StrategicPoint client, you are placed in a portfolio model based on measurements of your risk tolerance. Before selecting a portfolio model, we talk to you about your understanding of, and ability to accept, risk. The goal is to select a portfolio model where you can feel comfortable in both good times and bad.
Our Team Based Approach
Our portfolios are constructed and monitored by our Portfolio Management Committee which consists of key members of the StrategicPoint executive team and advisors/research personnel. Its responsibilities include independent research, compiling reports, formulating analysis of economic indicators, evaluating performance, establishing asset allocation and selecting securities.
Keeping You Informed
It is extremely important that you understand our overall investment philosophy and feel comfortable with the approach we are taking in managing your money. Through our weekly e-mails we update you on the financial markets and inform you of changes we have made in your portfolios. Our Blog offers advisor insights and commentary on financial planning and investment related topics. In addition, our clients have daily access to portfolio performance and other investment metrics through Envestnet, a leading provider of portfolio reporting solutions.
StrategicPoint, as a Registered Investment Advisor, has a fiduciary duty to always put your financial interests above all else - even our own, and to disclose any conflicts of interest. At every step of the wealth management process, including investment management, we develop strategies and clearly articulate recommendations based on what is most advantageous for you.