Asset Management

The Process

Successful investment management relationships begin with a clear understanding of each client's specific needs, concerns and long-term objectives.

Investment time horizon, income and liquidity requirements, prior investment experiences and tolerance for risk are all factors that help our professionals build the framework for your overall plan.  

This framework becomes their guide in developing the asset allocation strategy and in selecting the individual securities that will make up a client’s portfolio.

Investment Philosophy

At Corporate Benefit Advisors, Inc., our professionals work closely with each client to  either uncover or confirm their unique investment philosophy. 

When establishing a new portfolio and throughout the management process, great care is taken to explain the potential risks and returns of various investments. Asset allocation and diversification are key factors in the overall success of an investment program.

Each portfolio is individually managed, providing flexibility in controlling transaction costs in an effort to enhance portfolio efficiency.

A landmark study published by Brinson, Singer and Beebower in 1991 (and expanded in 1993) determined that portfolio asset allocation is the most important long-term determinant of investment results. Past performance, stock selection and timing investments in and out of the market were far less influential in achieving long-term results.

The Result

The result of this close personal contact has created a tradition of long-lasting client relationships. As professionals, we regard the single most important item of consideration the responsibility of preserving the confidentiality of all client matters. Our interaction with our clients reflect our honesty and concern for each of their interests, not our own. 

*Brinson, Singer and Beebower (1991)