Portfolios, Research & Analysis
In the portfolio planning meeting, we discuss goals, realistic exceptions, and time horizons and decide with each client how much risk is appropriate for them. With a view to the client’s particular situation, we will propose an asset allocation scheme which spreads the clients assets among various classes of assets. Smaller accounts will be placed into relatively few investment funds, which provide diversification without the need for many positions in the account, while larger accounts will have more positions, with each position being a narrower target. This style of management lowers transaction costs for smaller accounts, while allowing larger accounts to be more finely tuned. We do not use leverage or margin as an investment strategy.
Here are some of the methods by which we analyze investments:
Other proprietary research - At SMS Financial, we know that we aren't always right, or that we might miss something that somebody else sees. For this reason, we always try to find out what the consensus opinion is and why. After analyzing the views of other professionals, we can intelligently agree or disagree with them, with the ability to deeply understand both positions if we differ.
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