Building and managing a successful investment strategy requires a team of experts to help you increase the likelihood of achieving your investment goals. My investment approach strives to bring great capability to each important decision in the investment process. As your Investment Advisor I help you bring together and organize the right resources to assemble your investment management team.
Portnoff Financial LLC has developed strategic alliances with various institutional investment firms demonstrating:
- Substantial research across global capital markets
- Asset allocation and portfolio strategy as a core competency
- Investment Policy Committees composed of senior investment professionals
- Disciplined investment processes
The responsibility of a portfolio strategist is to:
- Select asset classes
- Determine target asset mix
- Analyze investment managers for style and performance
- Select and monitor investment managers
- Reallocate and re-balance Portfolios
Portfolio strategists are carefully selected to carry out the chosen asset allocation approach. Each portfolio strategist has a unique and disciplined process for making asset allocation decisions and selecting individual investment managers based upon their own proprietary research. Each individual investment manager's responsibility is to:
- Analyze and identify specific investments based on their area of expertise
- Maintain a disciplined investment process and consistent investment style
- Provide competitive performance relative to peer group or asset class benchmark
With all of the team members in place, your portfolio will be managed by institutional investment firms with extraordinary resources and capability typically not available to individuals and smaller advisory firms. As market conditions change over time, your portfolio may need to be rebalanced and reallocated.
