Our own Food is Consumed.

Our approach to investing is solidly based on academic research and our 34 years of real-world investing expertise. Additionally, we significantly co-invest with our clients, or to put it another way, we eat what we prepare.

Investment Principles

Every stock on our Approved List is owned by at least one of the four partners. In addition, we have far over $10 million invested in the same securities using the same tactics for customers between the four partners and our close family members.

If we think an alternative approach will benefit investors more, we’ll take the lead financially. We are fortunate that our plan has worked out nicely for us over time.

Regardless of the state of the market, we continue to improve our procedures and the implementation of our ideology.

To deliver a collaborative, individualized approach to managing our client’s money, Brington looks at five general principles:

  1. Risk Acceptance

According to fundamental financial theory, all investors are risk adverse, choosing the less volatile alternative, if one is available, between two portfolios with the same expected return.  Some of our clients, we’ve discovered, are risk-averse in up markets and risk-seeking in down markets.

Determining the client’s risk tolerance is one of our responsibilities. It’s crucial to assist customers in understanding their risk tolerance so they can accept the volatility of their portfolios while also taking enough risk to get the returns required to achieve their objectives.

We aim to optimize return per unit of risk or risk-adjusted return while developing our asset allocation models and choosing investments.

  1. Diversification

The main investing principle is probably diversification. Broad market risk and single company event risk are the two main market concerns. It is feasible to lower risk and maybe boost returns by dividing invested funds among various asset classes and individual securities. We diversify on three different levels—by asset class, sector, and individual security—to reduce risk.

  1. Time Scale

Understanding the time horizon is essential before investing assets. Investing money that will be needed in three months versus money that will be needed in 10 years should obviously be done quite differently. We outline our asset allocation proposal after taking into account the particular demands and characteristics that each person or business has. Our strategy is to gain a comprehensive understanding of the clients’ assets and investments that are not under our management before arriving at a managed allocation that will complement the clients’ overall desired exposures. Furthermore, as conditions and goals change, it could be necessary to adjust the allocation that is appropriate for now.

  1. Key and Satellite

We deploy a Core & Satellite strategy for Private Clients, which combines individual securities as the satellites and passively managed assets as the core. The basic securities provide an effective and inexpensive strategy to diversify broadly. The separate satellite positions give us the ability to manage the portfolio tax effectively and add value through the selection of securities. In several of the equity sectors, we also use tilts to include indexed value and momentum strategies.

  1. Liquidity

The capacity to raise money and sell a security without impacting its price is referred to as liquidity. Every security we buy is evaluated for liquidity, and every portfolio should have a high level of liquidity, per our goal. Of course, any security may experience a brief period of illiquidity in extremely volatile market conditions, such in the days immediately following 9/11 and the panic in the autumn of 2001.

Allow us to help you grow your company!

We work with our customers to handle their investments in a way that is in their best interests and helps them reach their goals. We do this with the greatest honesty and ethics, as well as ethical responsibilities and full openness.

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