The closely monitored process is a combination of Top Down, the analysis of macro economic factors, and Bottom Up, the picking of stocks and bonds subject to both fundamental and technical analysis.
Our approach is based primarily on growth and valuation and the flexibility to adapt to changing market environments as determined by investor psychology and the economic cycle.
FIXED INCOME INVESTMENTS
Our approach is based upon the concept that a properly diversified bond portfolio is key to limiting a client’s overall risk exposure, generating a predictable income stream and preserving capital.
An alternative investment is a financial asset that does not fall into one of the conventional equity/fixed income/money market asset classes