RJ Capital believes
that
Total Portfolio Management contains the elements
of a prudent investment process that are central
considerations between portfolio Risk and Return.
Diversification is certainly required but correlation is more
important than just the number of investments in a portfolio.
We analyze each individual investment relative to the overall
portfolio as opposed to isolated transactions and then
consider the Taxes and Costs associated with the investment
vehicle.
RJ
Capital believes that the
Asset Allocation
Policy set for a client is one of
the most important factors in determining both the return and
the risk of an investment portfolio. Asset allocation is
the process of developing a diversified investment portfolio
by combining different assets in varying proportions.
The proper weighting of asset class benchmarks requires
historical and expected modern portfolio theory. We
believe this is the science and art to building an investment
portfolio. Science (asset allocation & modern
portfolio theory) + Art (implementation: strategic and
tactical) + Managing Client Emotions (fear & greed) =
Total Portfolio Management.
RJ Capital’s Core / Satellite
Strategy is the framework under which we implement
our active and index investment strategies together to achieve
our asset allocation policy.
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