Summary: Investment Management Services -
Philosophy and Process
View our Entire Investment Philosophy and Process
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.
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. As a result of our analysis, our asset allocation and individual holdings can change based on how much risk we believe is in the economy and our portfolios.
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.
The following steps are used in the formation and management of our portfolios:
-Active vs. Passive Strategies
The New Economy
The current economic times require investment managers to be alert and flexible, ready to act and prepared to hold back. Having a systematic approach to creating and maintaining portfolios allows us to combine patience with opportunity, bringing you dispassionate decisions in a volatile world.