We Believe That…
Target returns for any portfolio should be based on attainable goals of the investor without subjecting the portfolio to undue risk.
Proper target returns and investor suitability cannot be determined without consideration of relevant investment time horizons.
All investment objectives are influenced by an emphasis on preservation of principal.
Portfolios are managed to attain reasonable risk adjusted returns over the long term.
Investment planning is conducted during the initial engagement of NTV and reviewed periodically to ascertain changes in the client’s risk profile or financial needs.
All portfolios are managed on a fully invested basis with the liquidity guidelines based on the individual needs of the client. Market timing will not be used as a strategic approach; however, under extreme market conditions liquidity may exceed typical levels.
Portfolios are managed utilizing strategic asset allocation, sector diversification, and asset rebalancing.