INVESTMENT APPROACH & PHILOSOPHY
Shawnee’s investment philosophy stems from our belief that successful investing is a result of prudent risk management. In keeping with this tenet, our firm is committed to providing you with a well-diversified investment portfolio consisting of multiple asset classes built to perform across all market conditions. Our primary goal is to assist you in meeting your investment objectives and preferences while simultaneously minimizing the risk to your portfolio.
We take an active approach to diversifying our client portfolios among several asset classes, including cash, bonds, stocks and alternative investments. While we believe that a well-diversified portfolio holds the key to long-term growth, we understand that there is no such thing as a universal solution when it comes to investing. Your comfort with the investments held in your portfolio is of paramount significance to our firm. That is why, in our endeavor to build an investment portfolio which is suitable to your investment objectives and preferences, the specific types of investments we will consider include the following:
- CASH: High-Quality Money Market Funds
- FIXED INCOME: U.S. Treasuries, High-Quality Corporate Bonds, Municipal
Bonds as well as Preferred Stock Securities
- EQUITIES: Large Cap Growth & Value, Growth & Dividend Growth Stocks, Mid
Cap Growth & Value, Small Cap Growth & Value as well as International Equities
- ALTERNATIVES: Real Estate Investment Trusts, Commodities, Master Limited
Partnerships, High-Yield Bonds, Hedged Equities as well as Long/Short Funds
After gaining an understanding of what is important to you, we will then determine the appropriate mix of cash, bonds, stocks and alternative investments to help you achieve your goals and minimize risk.