Developing solid financial foundations with balanced portfolios.
Our approach to investment management is designed to provide solid performance over the entire business cycle. Our clients rely on us to manage their assets through market fluctuations. We strive to outperform over the long-term, through changing market conditions, by maintaining a strong discipline of balance, investment grounded on appropriate investable themes, diversification and reasonable valuations - all supported by comprehensive research.
We believe a solid financial foundation begins with a well-balanced portfolio of core holdings. The individual securities and proprietary mutual funds we manage serve as core holdings around which we may add complementary assets, depending on client objectives.
Our process is designed to address full business cycles to achieve these goals for our clients:
- Participate in the up markets
- Protect assets in down markets
- Excel when markets are flat
Additional SVA Plumb Financial Services