Our Philosophy
We believe in the efficient market hypothesis and that on-going management of fundamental analysis allows us to achieve better risk-adjusted gains to a respective benchmark
Our Approach
1.
Understand the goals and rules you have for your money – create an investor DNA that we tailor your portfolio around risk tolerance, tax assumptions, and a distribution strategy.
2.
Portfolio Diversification amongst a wide array of asset classes and sectors.
3.
Over/under weighting each asset class/sector based on our fundamental analysis for the up-coming quarter.
4.
Review each portfolio construction at the very least on a quarterly basis.
5.
Continuously review with you to ensure that your portfolio objectives are constantly in alignment with your goals and timelines.
6.
Screen the universe of securities that consist of mutual funds, exchange traded funds, closed-end funds, individual securities and bonds, and separately managed accounts.
7.
Measure managers ability to consistently beat the market.
8.
Review the portfolio’s level of skill and ability to generate excess returns relative to a benchmark, and identify the consistency of their performance.
*Trust Services provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual)
Core Capital Wealth Management Quantitative and Qualitative Anlaysis:
Stability
Process to help manage downside risk based on your individual goals, tolerance for risk, and time horizon.
Growth
Quantitative and qualitative evaluation of the skill of a portfolio manager to identify consistency of a manager’s performance.
Profitability
Reward-to-volatility for each unit of risk
Quality
Technical measure, process, and people integrity
Client focus
Transparency of financials and operational strategy, financial planning acumen – Analysis, meetings, and overview
Source: Advisys, Inc. 2022
