Asset Management

How Do We Manage Your Assets?

The process of investment management is highly individualized and should not be thought of as pre-packaged. We believe that capital preservation is as important, if not more, than capital growth-particularly in a turbulent economy. We are neither “buy and hold” managers nor active traders.  Rather, we employ an approach called “dynamic asset allocation” through which we make adjustments regularly. Each portfolio has a strong foundation of low volatility income-producing securities, both fixed-income and equity. We pair this with a variety of growth investments including core holdings for a longer term horizon, and sector specific positions that are more opportunistic. We review portfolio results continuously and furnish client performance reports on a quarterly basis. Portfolio performance information is also available to clients online and on demand via Cambridge Statements.

Our steps to effective investment management are:

Define Goals and Objectives

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Draft an Investment Policy Statement (IPS)

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Determine Suitability

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Implement Investment Strategy

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Monitor Results

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