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ortfolio Management

Modern portfolio theory is the analysis of a portfolio of stocks as opposed to selecting stocks based on their unique investment opportunity. The objectives of Modern portfolio theory is to determine a client’s preferred level of risk then construct a portfolio that maximizes their expected return for that given level of risk. Our investment methodology is based on five (5) premises, each of which is devised from modern portfolio theory:

1. Clients are inherently risk-averse.
2. The markets are basically efficient.
3. The focus of attention is shifted away from individual securities analysis to consideration of portfolios as a whole, predicated on explicit risk-reward parameters. The allocation of capital among asset classes (equities, bonds, cash, etc.) will have far more influence on long-term portfolio results than the selection of individual securities.
4. For any level of risk that the client is willing to accept, there is a rate of return that should be targeted.
5. Portfolio diversification is not so much a function of how many issues are involved, but more a function of the relationships and proportions of each asset to its correlating asset.