Investments
Be invested at a comfortable level of risk, thoughtfully positioned to seek greater expected return.
Our approach to managing client portfolios can be summed up with this simple suggestion.
The initial directive, “Be invested,” suggests what to do, not how to do it. The qualification, “at a comfortable level of risk,” is the first decision when designing an optimal allocation for client assets. The next step for many will be to position the portfolio in an effort to increase the potential for outperformance relative to the markets in which the portfolio is invested.
First we learn who you are...
Each client is different in attitudes regarding market risk and needs to take on market risk in order to achieve longer-term financial goals. Indeed, “investing” can be seen as the easier part of the process. The greater challenge can be deciding where we want to be, how we’ll get there. In turn, though we likely will need to adjust the plan to accommodate life’s sometimes joyous and sometimes not-so-joyous surprises, we’ll want to stick to the plan. Our investment management work is just one component of a broader planning focus that seeks to:
- Develop a realistic range of long-term financial goals and devise a rational investment plan to achieve them
- Recognize and manage through the fiscal and emotional barriers that can limit progress toward those goals
- Serve as a trusted partner, providing a voice of calm when market storms arise and a voice of reason when they appear exuberant
...then we seek to determine how the investment portfolio can help you reach those goals
We’ve learned a great deal about the markets over the past century. The most vital bit of wisdom? The market is smarter than any of us. Really, it’s true. Second most influential bit of wisdom? Still too few folks believe the first bit…
At Statera, we understand that investment markets naturally incorporate the collective knowledge of all investors. As prudent investors, we should like to take advantage of all that intelligence. Instead of attempting to be the smartest folks in the room, we bound our investment decisions with a rather simple set of rules:
Accept that risk and return are linked
The more return we seek, the more risk we must accept. Aligning your portfolio to a level of risk you can sustain through full market cycles is the first priority.
Diversify broadly and deliberately
Enhancing diversification within portfolios with an eye toward reducing overall portfolio risk remains one of the most reliable advantages available to long-term investors.
“Tilt” toward return factors
We position portfolios toward security characteristics and investment approaches that show to have been supportive of greater-than-average returns over time.
Meet our Chief Investment Officer:
Mark Mowrey, CFA
With a career in investment research and management spanning nearly two decades, Signature Resources’ Chief Investment Officer, Mark Mowrey, brings a uniquely broad and relevant expertise to the firm. Graduated from the Wharton School of the University of Pennsylvania and holding the Chartered Financial Analyst® designation, his roles have ranged from financial journalism and sell-side equity research to the management of multi-billion-dollar investment portfolios.
Clarity. Discipline. Consistency.
A disciplined approach built for real-world circumstances, can help you stay invested, avoid costly mistakes and make meaningful progress toward your goals.
