Discuss and analyze: client's current financial situation, and fully understand their objectives, goals, risk tolerance and time horizon.
Evaluate: market's valuation, risk-reward profile and long-run prospective return potential.
Construct: a value-driven investment portfolio that is diversified and economically balanced. Within each sleeve (stocks, bonds and commodities/currencies) overweight assets with favorable valuation and momentum characteristics.
Risk Management: manage portfolio volatility and eliminate assets with negative momentum and poor relative strength.
Portfolio Management: monitor performance, tax harvest, and rebalance asset allocations.
Communicate: monthly performance review and market outlook commentary.
Manley Capital Management, LLC