Investment Process

STA Wealth Management’s process is rigorous, repeatable, and transparent, featuring a research-driven approach created to advance two primary investment portfolio goals: superior returns and below-average volatility.

Our investment committee selects investments using a disciplined, thorough screening process, by weighing each position within the portfolio model relative to its specific purpose, risk, and potential return metrics. Once selections are made, the portfolio and every position within it are regularly and meticulously monitored, reallocated, and sold as necessary to maximize gains, reduce risk, and protect the underlying investment capital.