Regent Wealth Management
important to invest cautiously,
and there are times when it’s
important to invest aggressively…
A big part of the job is
knowing where we are and
choosing between the two."
Goal-based, risk-averse investment strategy
The investment strategy we design for each client’s portfolio is based on that client’s unique needs and goals. We follow investment opportunities of all types, around the globe, constantly monitoring opportunity versus risk. We pay attention to factors such as resource availability (food, water, energy), social and demographic trends, geopolitical events, and hidden debt that could affect the health of companies or securities we invest in. We also know that having a “sell” discipline, resisting both greed and fear, is just as important as knowing what and when to buy.
Investment methodology
Our investment methodology is a three-tiered approach: strategic asset allocation, tactical asset allocation, and dynamic risk management, all integrated to harness the wealth-creating power of global capital markets.
- Strategic asset allocation
We create portfolios by choosing the right mix of assets and cash to hold, given the macro economic environment. For each client the strategic asset mix is the "base asset mix" that is reasonably expected to achieve the client’s goals, consistent with his or her tolerance for volatility. We continually monitor the value of each asset and its potential for overvaluation and undervaluation in fluctuating markets. - Tactical asset allocation
The optimal asset allocation frequently changes due to conditions on the ground and the continuously-evolving economy. Sometimes these factors necessitate adjustments to the strategic asset mix. Such adjustments include increasing our asset weighting in areas where quantitative trends, fundamentals and return potential appear unusually favorable, or decreasing our exposure where risks and valuations appear unusually high. - Dynamic risk management
“Buy, hold and hope” is not an investment strategy in today’s volatile, easily over-heated market environments. Today, avoiding overvaluations and significant downside losses is more important than stretching for that extra bit of speculative return. We monitor risk through trend analysis, macro economic analysis and fundamental valuations. We have invested in significant research, technology, and personnel to ensure that we have a real time pulse on market risk and on strategic entry and exit points. We continuously monitor numerous asset classes and employ a dynamic risk management process that is designed to take steps beyond standard asset class diversification and rebalancing.