Investment Management Process

You’re working hard to build your savings. That’s why our investment management process is the centerpiece for your financial goals.

Our in-house investment team begins by building diversified portfolios based on your goals. We believe that as the financial landscape has grown in complexity, a diversified portfolio is not enough—a flexible and strategic approach to investing is now necessary to manage investment risks.

As our confidence in markets and the economy improves, we can increase the allocation to equities in our portfolios. Conversely, as our confidence begins to wane, our tactical investing process allows us to reduce our allocation to riskier assets. We believe that this proactive approach to investing can help manage the risks in your portfolio and help improve your ability to reach your investment objectives.

*All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful.

Research &
Resources

StrategicPoint routinely conducts independent research on current economic and market conditions, using our best of breed third party partners. Our portfolio management committee consistently evaluates reports from these partners that help us determine where the economy is in the business cycle. Weekly discussions amongst the committee members provide a tremendous opportunity to challenge investment theses and react to market and economic forces.

Investment
Options

Because we are tactical managers, your portfolio’s asset allocation may change over time based on the current macro-economic landscape and our understanding of risk/reward trade-offs. Whether we are using our proprietary investment models or leveraging Fidelity to partner with third party managers, we will create and maintain the investment approach that's right for you.

Tactical Asset
Allocation

Our tactical approach involves ongoing economic and market analysis that allows us to make investment changes based on our current outlook. Close attention is paid to identifying assets we believe can outperform in different segments of the business cycle. Once an asset class is identified, the committee determines whether a mutual fund or ETF is best suited for the investment thesis, they analyze if the investment should have active or passive management approach, all while remaining fee conscious.

Find Out How We Can Help You

Whether you’ve worked with an advisor before or new to the
experience, learn more about how our process can help you.

Contact Us