As your trusted partner, we help you pursue your goals by constructing, managing, and monitoring a broadly diversified portfolio – one that is fully customized to your needs.
Our team of professionals provides experienced portfolio construction and analysis to help you understand what you own and why – that’s how we place your best interests above all else. The process described below allows us to answer the following questions for our clients:
Old York Advisors Active Investment Process
Our Three Steps Connect You, Your Financial Needs, & Your Investment Portfolio:
We assist our clients in understanding their future needs. The two major factors in evaluating any investment are risk and return. Our philosophy is that people should invest in a manner consistent with their future needs. Our team projects the amount of money you will need, factoring in the impact of income, expenses, social security, retirement, inflation, taxes and many more to determine an appropriate investment strategy to provide return to match your goals without undue levels of asset erosion.
Our team utilizes our capabilities to assess the performance of the Institutional Investment Managers. Again, the two major factors in evaluating any investment are risk and return. Our detailed analysis focuses on using historical performance data to provide insight on how well the specific professional active manager’s investment strategies have performed in both rising and falling markets. This analysis has allowed us to help mitigate losses in down markets for our clients through professionally applied buy & sell strategies. This process allows us to compare the expected performance to the needs of your financial plan, to help ensure your plan and portfolio are working together toward your future goals.
Our staff continuously reviews the performance of the selected Investment Managers to ensure the investment strategies are executed and managed properly. Regularly, we interview our Investment Managers and discuss the application of the investment strategy in the current market. These interviews are available on our website, to help educate and connect our clients to the professionals selected to carefully manage their assets. As our team monitors the performance of our clients’ portfolios, it may be necessary to recommend changes in your asset allocation to meet the investment needs of your financial plan.
What’s Behind Our Active Investment Process?
Again, our philosophy is that people should invest in a manner consistent with their future needs. Active management is a critical piece to the management of risk for our clients, their portfolios, and their future financial needs. Our team supports this process by using industry leading analysis software and our expertise and experience in evaluating investment selections and implementing strategies for managing risk at levels appropriate for our clients and their future needs.
With this information and analysis to draw on, we customize the portfolio and investment selection to each client.
Why Active Investing?
How Do We Manage Risk?
We invite you to ask us your questions about our Active Investing Process HERE
Past performance may not be indicative of future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected