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Our Portfolio Management and Diversification Style

At Frye Financial Center, we believe in a systematic approach used by sophisticated institutional investors. It is comprised of the following steps:

  1. Establishment of goals, risk tolerance levels and effective strategies
  2. Risk and age appropriate asset allocation and diversification
  3. Investment selection and implementation
  4. Performance monitoring and analysis
  5. Strategy review and portfolio rebalancing

We believe that asset allocation and diversification are the foundations of any successful long-term investment strategy and, as a result, we avoid market timing, sector overloading, duplication and “story stocks.” Not all investment categories perform the same way during the same period and we cannot predict the markets. Therefore, we follow Modern Portfolio Theory and develop portfolios with varying risk and return characteristics. To seek true diversity, and to minimize risk, we include investments with reverse correlation and recommend certain hedging vehicles.

Handling your own investments can be a daunting and confusing task and is too often, emotionally driven. Working with our professionals can help you achieve potentially more favorable performance results, when compared to the benchmarks. This is due, in part, to our insistence on:

  • In-depth qualitative and quantitative analysis. We select quality investments based on your investment goals. We seek investments with a history of outperforming their index/category and below average risk.
  • Proper portfolio asset allocation and diversification, with a strong emphasis on high quality equity positions, laddering of fixed income positions, and the inclusion of lower volatility hedging vehicles. We also include foreign securities in our allocation models, where appropriate. International investing involves special risks such as political instability and potential currency fluctuation.
  • Rebalancing: As professional wealth managers, we regularly review clients’ positions and values to ensure they remain consistent with allocations and goals. This regular rebalancing has, historically, been shown to be essential in potentially maximizing returns.

Our portfolio management services also provide:

Tax minimization guidance
As our clients’ financial consultants, we are always cognizant of tax implications and, as such, we work closely with their accounting professionals to develop tax minimization strategies. We utilize tax advantaged investment vehicles wherever appropriate.

Convenience
Our clients look to us to organize and consolidate all of their financial information and to simplify their financial lives.

***Past performance is not a guarantee of future results

 
     
"Securities and advisory services offered through LPL Financial-- Member FINRA/SIPC"
     
 
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20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200
Fax: 305-931-9383

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with
residents of the following states: AZ, CA, CT, FL, GA, MD, MI, NJ, NY