Portfolios Built Around You
Disciplined investment management customized to your unique needs.
Four beliefs guide our investment strategy.
The foundation of successful investing requires a disciplined process managed by experienced professionals who are focused on your best interests. Our approach is built around a set of fundamental beliefs that guide every decision.
Our goal is to preserve and grow purchasing power
Investment success is not about what you make, but what you keep. We strive to preserve the real, after-tax value of capital while meeting each client’s return requirements.
Investing is a process of
capital allocation
We continuously evaluate the stream
of investment opportunities that
markets and economies create in order
to enhance portfolio returns.
Broader opportunities improve outcomes
The investment landscape knows no boundaries. Our approach to portfolio construction is global, short-and-long term, active and passive, and public and private, as appropriate.
Behavioral biases can hinder
decision-making
We are especially attuned to the
heuristic behaviors that lead investors
astray. We are always on guard to correct
these human tendencies through rigorous
analytics and timely execution.
How We Do It
A Disciplined, Proven Approach
Every F-Trust client is unique. Every portfolio is different. But all are built around the client and supported by a dedicated investment team that provides strategy, research, due diligence, and portfolio implementation.
There are four key steps in our investment approach:
Establish long-term strategic risk/return expectations
Based on an in-depth understanding of each client’s goals, financial situation, investment preferences and other factors, we set a long-term, strategic asset allocation.
Make active tactical allocation decisions
While strategic asset allocation is a critical driver of long-term returns, there is also a role for shorter-to-intermediate-term, or tactical, investment decisions.
Select investments and construct portfolios
We look for managers or securities that we have high conviction will outperform their investment opportunity costs. We then build custom client portfolios.
Continuously monitor and adjust portfolios
We modify investments based on investment thesis changes, expected manager performance, the economy, client objectives changes and other factors.