Investment Management

Portfolios tailored for each client based on their individual goals, objectives, investment horizon, liquidity needs, tax considerations, and unique circumstances.

The core of what we do is protecting and growing your wealth, through meticulously researching the options and constructing a customized portfolio perfectly tuned to your tolerances, situation and objectives. We avoid conflicts of interest by remaining independent, with no ties to proprietary funds and receiving no commissions for selling products. That way, you can rest assured that every move we make is in your best interest.

Cycle-Aware Approach

Our Investment Committee continuously monitors capital markets, economic conditions, changes in the economic cycle, and the overall investment landscape, adjusting portfolios as needed.

ARS Equity Investment Approach
– Strategic Core
– Tactical Satellite

Our equity investment approach seeks to achieve market like returns with less risk & volatility.  We feel the best way to maximize total return and minimize volatility is through a “core-satellite” approach to portfolio management.  The equity portion of the portfolio consists of two parts: a strategic core and tactical satellite section.  This approach provides a flexible portfolio that can be tailored to meet each client’s unique goals and objectives.

  • Strategic Core:  We blend several different low-cost ETF’s and mutual funds to create a core that is designed to capture the upside of the S&P 500 with less downside risk and volatility.  Our multi-factor approach blends low volatility, quality, value, and growth exposures together.
  • Tactical Satellite: The satellite section gives us opportunity to tilt portfolios in order to take advantage of current market conditions and offers the potential to deliver higher returns from active management.  Our investments can include individual stocks, sector ETF’s, and non-correlated assets.

ARS Individual Stock Selection Approach

The goal of our equity research process is to find great companies trading at reasonable prices. We focus on companies that have durable competitive advantages, excellent balance sheets, and generate plenty of free cash flow. We favor companies with shareholder friendly management teams, that return capital through dividends or meaningful share repurchases. We continually monitor our investments and incorporate new information as it’s reported. We are not active day traders, we prefer to let our investment thesis develop over time.

ARS Fixed Income Investment Philosophy

We seek to generate a yield similar to the Barclays U.S. Aggregate Bond Index with less risk and volatility. Our fixed income strategy is designed to manage duration, yield curve positioning and mitigate risk.

Key Considerations:

  • Preservation of Principal
  • Current Income
  • Liquidity
  • Volatility

Have questions? We’d love to meet with you.