Our Process
At Chamberlin Asset Management we leverage an extensive consultative process that focuses on understanding and meeting your needs. This goal-oriented process follows a comprehensive, four step approach.
The 4 Step Process
Step 1: Define Your Goals & Objectives
Step 2: Determine Your Investment Strategy
Step 2: Determine Your Investment Strategy
Together, we will work to determine your customized portfolio taking into consideration the following:
- Investment goals
- Risk tolerance
- Time horizon
- Performance expectations
- Income needs
- Liquidity requirements
- Tax considerations
- Current investments
- Special circumstances
Step 2: Determine Your Investment Strategy
Step 2: Determine Your Investment Strategy
Step 2: Determine Your Investment Strategy
Accessing the expertise of world-class research strategists and cutting edge technology we will identify the most appropriate investment options, applying the concepts of:
- Asset allocation
- Diversification
- Risk/reward characteristics of asset classes
- Correlation between asset classes
- Economic global forecasting
Step 3: Build Your Portfolio
Step 4: Manage & Monitor Your Portfolio
Step 4: Manage & Monitor Your Portfolio
Next, we will begin building a portfolio of investment vehicles designed to meet your specific needs. Security selection includes:
- Individual stocks and bonds
- ETFs
- Managed futures
- Hedge funds
- Oil and gas partnerships
- UITs
- Access to over 5,000 well-known mutual funds
Step 4: Manage & Monitor Your Portfolio
Step 4: Manage & Monitor Your Portfolio
Step 4: Manage & Monitor Your Portfolio
Once your investments are in place, the process of monitoring and managing your portfolio begins. This includes:
- Regular discussions and meetings
- Active ongoing portfolio reviews
- Periodic re-examination of your investment strategy
- Re-balancing decisions
- Weekly reports
- Surveillance of fund managers