Our Strategy

Investment Philosophy

The 2020’s have seen unprecedented activity. A global pandemic with subsequent economic shutdowns, government/business mandates and supply chain impacts. Tension, conflict and warfare on the global stage. Continued political polarization on the domestic and international front. Energy, food and commodity shortages worldwide and the list goes on. As financial advisors, we remain ever vigilant in developing strategies that attempt to mitigate our clients’ exposure to the risks inherent.

Portfolio diversification, primarily asset allocation, represents a widely used risk management tool and for decades, investors have exclusively used stocks, bonds, and cash to manage their investments. Unfortunately, globalization and other market trends have reduced the capacity for these asset classes to efficiently hedge one another, therefore, eroding their ability to add proper diversification within a portfolio.

Through in-depth research and statistical analysis, CFA has developed strategies designed to reestablish meaningful portfolio diversification using “Alternative” assets, (so termed because they lay beyond the conventional stock, bond, and cash realm).

Ongoing research and analysis provides a tactical roadmap to effectively integrate these “Alternative” assets with the existing traditional investments with the purpose of reducing portfolio volatility*. Although these alternative assets are sometimes less affected by market risk than traditional investments, they are subject to their own unique risks.

These “Alternative” assets are another way professional management teams formulate allocation strategies. Our firm seeks to use these alternative investments when appropriate.

Investments include:

Private Equity

Business Development Companies

Commodities & Currencies

Managed Futures limited partnerships

Real Estate

REITs and other Direct Placement Partnerships

Hedge Funds

Mutual Funds and Exchange Traded Funds

*Keep in mind that while diversification may help reduce volatility and risk, it does not guarantee future performance.

 

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested.  No system or financial planning strategy can guarantee future results.