At Quantitative Asset Management (QAM) we are committed to providing our clients with high quality, personalized investment advice that produces superior market returns. Moreover, we recognize that investment risks must be managed. At QAM we seek to find balance between investment risks and our clients’ needs and financial objectives.
In managing an investment portfolio one must be cognizant of the need to weigh the risks associated with a given investment strategy. We feel those risks fall into two basic components,“qualitative” and “quantitative.” Frequently, too much emphasis is placed on the “qualitative” component without truly understanding the inherent risks. The biggest risk investors face in the long term is the “quantitative” component. To preserve and to grow assets a portfolio must earn enough to outpace the dilution from taxes and inflation, thus producing real returns. Riskless investments (i.e. highest quality) rarely produce real returns. We recognize that owning quality at too high a price will ultimately lead to poor performance and client disappointment.
Other risks include volatility, liquidity, time, legislative and economic change. In managing portfolios one must understand these risks and balance them with the defined risk profile and needs of each investor. At QAM we are uniquely qualified to do just that.
At QAM we look for balance in analyzing these risks, and attempt to provide superior real returns while lowering the risk profile. That discipline and patience will lead to superior performance over time.
Our approach may best be described as “all cap core equity.” QAM uses a bottom up approach, and looks at macro economic trends when making investment decisions. QAM looks to take advantage of structural weakness and opportunities within the broad investment markets. Our approach is based upon value, but without necessarily sacrificing growth. We look for opportunities without limiting when or where you need to be invested. We follow the basic tenants of modern portfolio theory using our thirty-five years of investment experience during which time we have used a broad spectrum of investment vehicles to produce superior returns.
We also recognize that each account will have its own risk profile with individual needs. We will work hard to structure portfolios that address these requirements.