Our process and our philosophies
Our Investment Committee
Our advisors are supported by an internal investment committee and dedicated internal investment staff. We seek to provide steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.
Investment Team Objectives
Create portfolio guidelines that are transparent and cover a wide range of client goals
Focus on risk management and a consistent decision-making process
Monitor portfolios and employ rebalancing to keep risks in line
Maintain discipline and avoid emotional decision making
We begin with the understanding that we are not “all knowing,” and that we cannot precisely model the entirety of the investment universe. Knowing this, we utilize a flexible framework that blends the qualitative (our views) and the quantitative (modeling). The goal here is to achieve consistent returns while recognizing market risks.
Our Investment Philosophies
While the portfolios we create for our clients are customized to their needs, our advisors and investment team are driven by a core set of tenets:
Sufficient diversification is essential to limit investment risk
Asset allocation is the key driver of long-term results
Turnover should be kept to a minimum
Investments must be considered with respect to the broader portfolio
Passive strategies are an important component of keeping fees low and managing risk
Straightforward, transparent, and liquid is better than “latest and greatest”
What We Don’t Believe in:
- Chasing the latest market trends
- Attempting to ‘time the market’
- Firing an asset manager for poor short-term performance
Please Note: Limitations: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Wealthspire) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.