Our Investment Philosophy

Finding a steward for your life’s savings is a big deal. At HCR Wealth Advisors, we understand that. We believe in a multi-discipline investment strategy, using both strategic and tactical asset allocation in order to actively manage the risk in our clients’ portfolios. We do this by individually tailoring each portfolio using a core-satellite approach.

 

Core-Satellite Approach

 

The Core of the portfolio is built with publicly traded investments like stocks, bonds, mutual funds, and ETFs. Diversification is important, so we diversify the investments across asset classes, sectors, market caps, and more. Allocation of a portfolio in this broadly diversified manner helps reduce risk, so clients can stay invested for the long run and achieve their ultimate financial goals.

 

The Satellite portion of our approach consists of non-correlated, “alternative” investments. An alternative investment can be non-correlated to the public stock and bond markets, which helps to further diversify the portfolio. Many of these investments trade in the private markets, which are much bigger today than they have ever been. Private investing offers opportunities for investors to access markets with less volatility and better risk-adjusted returns.

 

All of the above helps us to provide attractive investment options for our clients, while keeping a sharp focus on managing risk and minimizing volatility.

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We are committed to fostering a diverse and inclusive atmosphere to promote cultural sensitivity where we live and work. Click here to read our Diversity & Inclusion statement and Core Values.