Investment Management
How do we add value to the investment management process?
Many advisory firms use historical returns of asset classes (stocks, bonds, real
estate, etc.) when developing a portfolio. We believe this is a mistake. This is
similar to only looking in the rear view mirror while driving. To drive safely, you
must also look at the road in front of you.
McGinley Financial Advisory adds value to the investment management process
through an active asset allocation strategy. This is accomplished by taking into
consideration the following:
A thorough analysis of both the longer term outlook of the markets and your
current situation enable us to help you develop an investment policy that makes
sense for you.
To schedule a consultation, please contact us here.
Many advisory firms use historical returns of asset classes (stocks, bonds, real
estate, etc.) when developing a portfolio. We believe this is a mistake. This is
similar to only looking in the rear view mirror while driving. To drive safely, you
must also look at the road in front of you.
McGinley Financial Advisory adds value to the investment management process
through an active asset allocation strategy. This is accomplished by taking into
consideration the following:
- A forward-looking view of the markets. We make reasonable assumptions of
likely asset class returns over a five to seven year period. These
assumptions are based on current income, valuation levels, and reasonable
estimates of growth. This means that at times we advise avoiding (or
maintaining a low weighting to) assets that do not have a good expected
return relative to the risk.
- Strategies are implemented using low cost options such as exchange traded
funds and institutional class mutual funds.
- Your current situation. We review your goals and objectives, tax situation,
and risk tolerance when helping you determine an appropriate asset class
mix.
- Consistently searching for areas of value that we believe the market has
overlooked.
A thorough analysis of both the longer term outlook of the markets and your
current situation enable us to help you develop an investment policy that makes
sense for you.
To schedule a consultation, please contact us here.
©2010 McGinley Financial Advisory, LLC. All rights reserved.
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