No two investors are alike. That is why we tailor a portfolio to our clients' situation to help achieve their goals. Our typical investor portfolio may consist of individual stocks and bonds, exchange-traded funds, mutual funds and cash.
Our investment approach is both bottom up and top down. We study individual companies to invest in while considering macro-economic variables that could effect those companies near-term performance.
It has often been said that 70% of a stock's movement is related to the overall stock market, 20% of the movement is related to the sector or industry they are in and only 10% of a stock's movement is related to the actual fundamentals of the company. Hence, our rationale for using a bottom up AND top down approach.