Our Watch Point investment staff creates portfolios for our clients based on the clients’ own investment objectives and risk tolerance to meet their investment management needs and objectives.
Our Watch Point team includes experienced managers who share a straightforward investment philosophy:
- Broad diversification is central to all portfolios.
- Control of risk is critical.
- The majority of return is accomplished through comprehensive asset allocation.
- Equity selection is guided by superior earnings and dividend growth.
- In equity selection, portfolio risk is controlled through sector and geographic diversification and by investment in top quality companies.
- In employing actively managed funds, we look for managers who have proven success with a consistent philosophy and investment style.
- In the most efficient markets, indexed mutual funds and ETFs are appropriate.