INVESTMENT
PHILOSOPHY &
APPROACH
Partners In Strategic Thinking
We do our own proprietary investment research and analysis and couple that with efficient and effective investment decision-making. Our investment professionals use sophisticated investment research tools, and our research expertise includes quantitative, fundamental and technical analysis of the investment markets and a range of sophisticated, proprietary models and analytical tools.
We favor companies that have a dominant market share within their industry, possess a balance sheet that demonstrates financial strength and flexibility and generate strong consistent earnings. A history of treating shareholders equitably is also important to us, with a focus on companies that exhibit a history of dividend growth. Click here to learn more about our equity investment philosophy.
Bond portfolios play a critical role in most investment strategies, providing both a steady stream of income and preservation of principal. Our approach to bond management is designed to deliver attractive after-tax returns while seeking to reduce overall portfolio risk.
Our research group explores all major sectors of the bond market and conducts research with a focus on high quality. Our competitive trading methods seek to achieve the most favorable terms in bond transactions, to the benefit of our clients. Working with a large number of dealers helps ensure beneficial trade execution, which can help improve returns. Click here to learn more about our bond investment philosophy.
Investment Philosophy
In these unsettled economic times, diversification is a key element in protecting your investments. RiverPoint Capital Management’s overall investment philosophy is focused on providing you with a well-diversified investment portfolio consisting of multiple asset classes. This enables you to meet your investment objectives with the least amount of risk.
We are one of the few local investment advisors to take an active approach to diversifying our client portfolios among multiple asset classes, including cash, bonds, stocks and alternative investments. It is important to note that all our investments are publicly traded, liquid investments listed on a major U.S. exchange. The specific types of investments we consider are summarized below:
Cash: High-Quality Money Market Funds
Fixed Income: High-Quality Corporate Bonds, U.S. Treasuries, Municipal Bonds and Preferred Stock Securities
Equities: Large Cap Growth & Value, Dividend Growth Stocks, Mid Cap Growth & Value, Small Cap Growth & Value and International Equities
Alternatives: Real Estate Investment Trusts, Commodities, Master Limited Partnerships, High-Yield Bonds, Long/Short Funds
These asset classes are used, when appropriate, to take advantage of market conditions, control risk and increase returns. We realize, though, that you have unique return objectives, risk tolerances and constraints and we will structure your portfolio accordingly. After gaining a thorough understanding of what is important to you, our experts will then determine the appropriate and optimal mix of cash, bonds, stocks and alternative investments that seeks to achieve your desired return with the least amount of risk.
We do our own proprietary investment research and analysis and couple that with efficient and effective investment decision-making. Our investment professionals use sophisticated investment research tools, and our research expertise includes quantitative, fundamental and technical analysis of the investment markets and a range of sophisticated, proprietary models and analytical tools.
We favor companies that have a dominant market share within their industry, possess a balance sheet that demonstrates financial strength and flexibility and generate strong consistent earnings. A history of treating shareholders equitably is also important to us, with a focus on companies that exhibit a history of dividend growth. Click here to learn more about our equity investment philosophy.
Bond portfolios play a critical role in most investment strategies, providing both a steady stream of income and preservation of principal. Our approach to bond management is designed to deliver attractive after-tax returns while seeking to reduce overall portfolio risk.
Our research group explores all major sectors of the bond market and conducts research with a focus on high quality. Our competitive trading methods seek to achieve the most favorable terms in bond transactions, to the benefit of our clients. Working with a large number of dealers helps ensure beneficial trade execution, which can help improve returns. Click here to learn more about our bond investment philosophy.
Investment Philosophy
In these unsettled economic times, diversification is a key element in protecting your investments. RiverPoint Capital Management’s overall investment philosophy is focused on providing you with a well-diversified investment portfolio consisting of multiple asset classes. This enables you to meet your investment objectives with the least amount of risk.
We are one of the few local investment advisors to take an active approach to diversifying our client portfolios among multiple asset classes, including cash, bonds, stocks and alternative investments. It is important to note that all our investments are publicly traded, liquid investments listed on a major U.S. exchange. The specific types of investments we consider are summarized below:
Cash: High-Quality Money Market Funds
Fixed Income: High-Quality Corporate Bonds, U.S. Treasuries, Municipal Bonds and Preferred Stock Securities
Equities: Large Cap Growth & Value, Dividend Growth Stocks, Mid Cap Growth & Value, Small Cap Growth & Value and International Equities
Alternatives: Real Estate Investment Trusts, Commodities, Master Limited Partnerships, High-Yield Bonds, Long/Short Funds
These asset classes are used, when appropriate, to take advantage of market conditions, control risk and increase returns. We realize, though, that you have unique return objectives, risk tolerances and constraints and we will structure your portfolio accordingly. After gaining a thorough understanding of what is important to you, our experts will then determine the appropriate and optimal mix of cash, bonds, stocks and alternative investments that seeks to achieve your desired return with the least amount of risk.
