Fee Based Investment Strategies

Private Asset Management

 We offer a range of portfolios in our Private Asset Management program.

  • Faith Based and Socially Responsible Portfolios
  • Mutual Fund Portfolios
  • FundQuest ActivePassive Portfolio
  • ETF Portfolio
  • Income Portfolios
  • Russell Strategic Portfolios
  • Account minimums range from $10,000 to $750,000

PAM Account Client Access

 

Managed Choice

We offer 5 risk-based models ranging from conservative to aggressive to allow our clients to choose an investment strategy that fits their tolerance for risk.

Model Development

The foundation of our investment process is asset allocation - the amount of a portfolio allocated between the broad asset classes of equities, fixed income and cash.  A diversified portfolio can help to mitigate the ups and downs of market performance, reduce risk, eliminate dependence on any single type of investment and potentially enhance portfolio returns.

In addition to diversification by asset class, the portfolio's equity allocation is further diversified by style and market capitalization.  The equity allocation may include exposure to US and international companies.  The fixed income allocation has further diversification as well, and may feature fixed income issued by US or foreign government and agencies, US state and local municipalities, and/or US and foreign corporations.  Portfolios may also feature allocations to alternative investments.

Using both quantitative and qualitative analysis to identify appropriate securities in each category, we follow a disciplined research process to select best of class investments for our portfolios.  Each of our models consist of 26 sub-asset classes to ensure proper market diversification.

For a fund to be considered for use in our models, it must meet specific criteria; minimum of a 10 year history since inception, the fund manager must have a 5+ year tenure with the fund, and consistent placement within the style-box for it's asset class.  Additionally, each investment is reviewed for risk, volatility, and expense ratio versus its peers in each asset category.  Similar criteria are used to monitor investments once they have been selected for portfolio inclusion.  If an investment becomes inappropriate for a portfolio, action may be taken.

 

Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market.  They are methods used to help manage investment risk.

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