How We Do It
Our investment products are developed using a methodical approach which assure a high level of confidence in meeting the given objective for each investor segment.
1 - Strategy
Strategy drives the composition of each portfolio and is critical to matching an investment philosophy with an investor. There should always be more than one strategy at play within a singular portfolio. The key is to craft a broad objective as it relates to serving investor segments, and then build the portfolio from the ground up by supporting a broad strategy with specific functional investments.
2 - Fundamental Analysis
Fundamentals of investments tell an important story about the quoted price, volatility, and future prospects. Our fundamental research includes valuation metrics, dividend/cash flow analysis, industry and regulatory forces, long-term consumer trends, and macroeconomic variables.
3 - Optimize Risk & Return
Risk and return is optimized by blending investments, funds, and asset classes which are complementary and have low statistical correlation. This feature is paramount to building portfolios that are durable in times of crisis, yet experience growth in times of rising asset prices.
4 - Monitor and Adjust
Portfolio management is not a one-time event. As the market fundamentals change, be it valuations, industry trends, or macroeconomic events, the portfolio should change as well. There is no perfect portfolio and no perfect investment. Both have to be monitored and adjusted along the way. This is where the value of having professionals with a long-term vision really shines. At Ashland we will work with you to create your long term financial vision, show you the steps needed to achieve your objectives and provide you the product that leads to success.