INVESTMENT SERVICES - Manager Diversification Strategy
As the value of a portfolio increases and nears the $1 million level, it becomes desirable to diversify management styles as well as individual investments.
Financial Services Advisory has representation agreements with other investment management firms that utilize active management strategies. While their strategies are often based on different approaches to market trends, they have a similar aversion to losses.
In addition to recommending additional managers for a client’s portfolio, we monitor the performance of the managers and our clients’ assets and will add or remove managers from our client’s portfolio should circumstances warrant a change.
Characteristic of the decision-making process by managers we trust are:
- In depth analysis of the current business cycle.
- Determination of current market opportunity and risk as evidenced by advance/decline ratios, volume of shares traded, negative and positive breath.
- Relative strength comparisons: large or small companies, value or growth companies, sector and industry emphasis.
- Identification of where “money is moving” in the markets.
- Selection of stocks, bonds, or mutual funds based upon all of the above analysis.
Past performance is no guarantee of future results. No claim is made that any of the investment strategies work at all times.