Summary: Investment Management Services- Philosophy and ProcessFiduciary Commitment
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
The StrategicPoint investment outlook is guided by the notion that those who limit losses by executing a systematic approach to managing risk are more likely to achieve their longer-term goals. We do not aim to “beat the market”; rather our objective is to help you achieve the returns that are appropriate given your specific risk tolerance.
Tactical Asset Allocation
StrategicPoint employs a proactive, tactical asset allocation process that incorporates our analysis of macro global economic data and industry/sector trends to determine percentage allocations within established ranges for each of our portfolio models.
StrategicPoint Portfolio Models
StrategicPoint offers various 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 and bad economic times.
Portfolio Construction
The following steps are used in the formation and management of our portfolios:
• Establishing the macro economic trends
• Practicing risk diversification
• Selecting timely asset allocation through:
- Identification of attractive sectors
- Balance between growth and income
- Purchases based on cost-sensitive valuations
The New Economy
Investment management is an ongoing process. Each day brings new economic data, with fresh insights into the global economy and its implications for our portfolios. We no longer live in a world where we believe “set and forget” is the formula for investment management. The new 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. View our complete Investment Philosophy 
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