Our investment process is not a sequence of independent events but rather a continuum of analyses always working for the benefit of our clients.
We constantly monitor the economy, markets, and individual stocks and bonds to evaluate whether or not positions currently held would in fact be purchased anew, and whether other adjustments might be efficacious.
When disparate price behavior presents opportunities to rebalance, we lighten up on holdings possibly overvalued and add to positions perhaps unduly depressed. Unlike practices and fintech that automatically rebalance based on preset triggers, we put thought into the procedure.
Importantly, we remain cognizant of client circumstances at all times. When we monitor results, it is not the calendar or some statistic that drives decisions. Our clients’ goals are always the focus.