Our Investment Process
Understand Your Goals and Objectives
Our approach is to first develop an in depth understanding of your current financial situation, your goals, and your risk tolerance. This collaborative process leads to the development of an investment portfolio that offers the best likelihood of achieving your objectives with as little risk as possible. We then monitor your portfolio on a continual basis to ensure that you stay on track to meet your goals.
Develop Your Investment Portfolio
We utilize institutional investment funds to form the core of our stock portfolios. These funds are not available to retail investors and are only accessible to large institutions or through approved investment advisors such as Davidson Capital. This limited access provides stable cash flows allowing the fund manager to invest efficiently with costs among the lowest in the industry. Unlike traditional mutual funds, these sophisticated investment vehicles provide precise exposure to specific segments of the global stock market. Utilization of these funds provide our clients:
- Wide diversification to reduce portfolio volatility and risk
- Precise asset class exposure
- Costs among the lowest in the industry
- Attractive performance vs. benchmarks
- Tax efficiency
Maintain Investment Discipline
Much of the value that we add lies in assisting our clients in maintaining a disciplined approach through the inevitable fluctuations of the stock market. Most investors underperform the market because they let their emotions control their investment decisions. As a result, they end up buying high and selling low. We help our clients stay on plan when the markets go through turbulent periods. Our disciplined approach ensures that you will stay invested and enjoy the return that the capital markets offer, which maximizes the probability of achieving your long-term goals and objectives.