INVESTMENT
MANAGEMENT
OUR APPROACH TO INVESTMENT MANAGEMENT
Our core investment methodology is that markets function efficiently to the benefit of investors. It is the industry professionals and increasing array of product vehicles within it that degrade value to those investors. With a primary focus to deliver meaningful value to its clients, Risement utilizes what we call the "CoreTactic Strategies" in the construction of its portfolios.
Core Equity
Tactical Management
Core Bonds
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®
The CoreTactic Strategies® consists of two parts:
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Core
Strategic, Low Cost
Have a substantial and highly efficient exposure to the capital markets to ensure upside participation over the long term.
Tactical
Active Management
Employ a targeted near-term tactical management that's driven by the current economic and market factors
MANAGING RISK
Managing client monies is a major responsibility. While many firms put your money where their opinions lay, we position your investments in an optimal cross-section of risk and return. We take a portfolio perspective -- a central tenet of Modern Portfolio Theory -- in precisely managing the collective risk of your holdings for the commensurate return that we can expect.
Return
Risk
PORTFOLIO
CENTRIC
Portfolio Centric
Risement Capital Advisors’ value proposition begins with, is sustained via, and is measured by way of generating maximum relative return for each component of a client's portfolio. We implement strict standards in our security selection in order to maximize the effectiveness of that asset class and their contributions to the portfolio as a whole.
DECADES OF
EXPERIENCE
Decades of Industry Experience
With an average of 15+ years of industry experience per team member in institutional and private client wealth, our team offers a comprehensive perspective on your investment needs.
NO
GUESSWORK
No Guesswork
We don’t employ the scheme that we’re smarter than the markets as many advisors and fund managers feel compelled to do.
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ADVISOR ACCOUNTABILITY
Accountability
Our service proposition is objective, verifiable and clearly communicated. From our initial meeting, we explain precisely how our process will translate into meaningful and measurable value. Performance reports are regularly provided to verify that our service proposition meets expectations over time.