Portfolio Management
Strategies
Regular Portfolio Reviews
Asset Allocation Determination
Time Horizon & Risk Tolerance Assessment
Portfolio Monitoring & Rebalancing
Review of Investments Held Outside the Firm
Asset Location & Tax Management
Cresco Investment Committee
Tax Efficient Investment Solutions
Behavioral Investing
Risk vs Return
Fundamentally, there are two ways to manage money. Those who manage from a Risk perspective and those who manage from a Return perspective.
When managing from a return perspective, you tend to be retroactive in thought and fail to avoid future headwinds.
When managing from a risk perspective, you tend to be proactive to the things that may come your way and be better prepared.
We manage from a Risk perspective. It allows us to maintain that proactive approach while eliminating fixation on a particular bias.
Investment Style
We take a ‘top down’ Global investment approach.
We first analyze the various geographic regions, asset classes, then Sectors of the economy and their relation to appropriate benchmarks and indicators.
Then we decide on how to ‘weight’ these allocations in the construction of our portfolio.
For fixed income, we rely on the expertise of the worlds largest Bond managers in a steady, sustainable actively managed bond portfolio.
Cresco Investment Committee
Steady growth
Well capitalized dividend paying companies
Pristine balance sheets
Proven, sustainable and scalable track records
Identify the most efficient way to hold the securities
Round table analysis of Economic indicators, trends & forecasts
Recommendations from committee members
Recommendations challenged by each member
