Our asset management service is provided in association with our associated firm Spectrum Capital Investment Group, Inc., a Registered Investment Advisor dedicated to provide fee only, objective advice in managing your investment portfolio, IRA or business retirement plan.
We take an active management role to oversee your investment portfolio. We do not follow the “buy and hold” of passive investing. Our investment philosophy is based on our collaboration with you to analyze your investment needs and objectives. Then, we are able to craft the framework of an investment policy statement to clearly make the appropriate investments for your portfolio.
We will customize your investment selection with an asset allocation mix that meets your risk tolerance and time horizon. Critical to your investments are asset class structuring decisions, which are key determinants of performance within an asset class and help manage exposure to risk. We actively manage the asset allocation class and rebalance based on economic and market conditions.
The risk management system we employ evaluates the macro level of risk of the asset allocation class and security specific risks within your portfolio. We use this strict process of evaluating and quantifying risk with the investment choice of your portfolio to plan that the return on investment is aligned given the potential downside exposure.
We believe with continuous portfolio management, you will have better results in your return expectations and contain the downside risk.