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Depending upon your particular situation, we may also review alternatives such as real estate, managed futures, and other investment vehicles.
Guided by your circumstances, objectives, and comfort level with investment risk, we thoroughly explore and credibly identify the appropriate mix of asset classes for you. All the while, we communicate our strategy with you—ensuring a common understanding and consistent execution, as well as valuable peace of mind for you as an informed participant in the investment process. A hallmark of our portfolio management and construction process, and one of our core operational strengths, is the integration of effective strategies for actively managing the risk that’s inherent to some degree in any investment activity. As financial markets evolve and often become more uncertain, our team continues to expand our expertise by utilizing a wide range of risk management strategies.
Instead, our most important target is achieving the returns necessary to meet your specific investment objectives, and every portfolio management step and decision is guided by that personal commitment to you.
The objective of this global asset allocation model is to provide total returns consisting of capital appreciation.
The objective of this global asset allocation model is to provide total returns consisting primarily of current income and secondarily of capital appreciation.
The objective of this global asset allocation model is to provide total returns consisting primarily of capital appreciation and secondarily of current income.
The objective of this global asset allocation model is to provide total returns consisting primarily of current income with moderate capital appreciation.
The objective of this global asset allocation model is to provide total returns consisting of a balanced blend of capital appreciation and current income.
The objective of this global asset allocation model is to provide total returns consisting of current income.
Our fixed income makes up an important part of out overal portfolio construction.
The objective of our Fixed Income portion is to achieve capital appreciation and stable income through a portfolio of fixed income credit securities, which may include corporate bonds (both investment and non-investment grade), municipal bonds, agency bonds, convertible bonds, treasuries and foreign bonds.
Our core strategy portion seeks to capitalize on long-term macro-trends, deep value strategies and non-correlated asset classes aimed at developing low volatility returns.
The primary asset classes include domestic equities, international and emerging equities, long-term commodity exposure (such as metals and agriculture), managed futures and currencies. The use of non-traditional asset classes provides low correlation performance opportunities. The use of alternative investments or private placements may be used as part of the core strategy. Adding this component is not done on a discretionary basis and is subject to accreditation and/or qualification certification.
Market cycles create situations which, we believe, can be short-term, mis-priced (either upside or downside) opportunities.
This represents the most “dynamic” strategy in the portfolio. We handle risk management in the Tactical Strategy portion of the portfolio by selling the positions to reduce risk or exposure in the portfolio.
Cash management is an essential function of portfolio management.
When our investment team believes that the risk outweighs the possible returns, cash may be raised to reduce risk of volatility. Cash may include money market and/or other cash equivalents.
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!