Investment strategy
I recommend a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I will closely monitor market and economic events to identify short-term investment opportunities. I will add a tactical manager/fund(s) to a percentage of the overall portfolio to help take advantage of the upside, yet still give us some protection on the downside.
Investment discipline
Because I believe stocks will out perform other assets in a bull market environment, I generally maintain a fully invested approach (depending on your risk tolerance). Even in rising bull markets, there will inevitably be volatility and short-term declines in asset values. I view these short-term declines as opportunities to buy assets “on sale” and generally use the short-term market dips as an opportunity to add selected equity positions at more favorable prices.
Investment management
I use a combination of investment tools (individual stocks, mutual funds, bonds and managed money) to create portfolios. In constructing client portfolios, I evaluate a client’s goals, risk tolerance, time horizon, tax situation and many other factors to determine the most appropriate structure for their portfolio.
