We customize a portfolio strategy based on your plan, focusing on long-term returns. Market volatility is hard to predict, so rather than market timing, we use the GHPIA Valuation Benchmark process to determine the relationship between risk and reward.
In developing your investment strategy, we account for several factors including your investment goals, time horizon, liquidity needs, risk tolerance, tax impact, economic conditions, and international exposure.
The GHPIA Investment Process
Compare opportunities and risks for Bonds, Stocks, Real Estate, and Commodities.
Analyze Valuations for Asset Classes, Sectors, and Individual Securities.
Examine Income Statements, Balance Sheets, and Cash Flows for Financial Risks.
Understand the Operating Risks for Companies and Industries.
Evaluate Economic Risks impacting our Portfolio Investments.
Study the risk of Product Obsolescence.
Understand the Political, Legal, Financial, and Economic Risks of Foreign Countries for our Investment Portfolio.