Our Investment Methodology
Retire with Dignity and on Your Own Terms
Our Five Keys to your Portfolio Management
In today’s increasingly volatile investment landscape, we believe you can use data, tools, smart strategies, and process to improve investment outcomes. Our Chairvolotti Financial investment methodology provides our clients with real-world investment strategies that keep your financial plan on track.
Most advisors outsource portfolio management. Here’s why we manage yours for you.
Data Driven
Hard Research and Concrete Data
We believe you can use data, tools, and a process to increase our understanding of probability – that if “x” happens, “y” is likely to happen – and use that understanding to make educated investment decisions that avoid the two most dangerous emotions for investors: greed and fear.
Actively Managed
Not Your Grandfather's Stock Market
As we enter a new era of fintech and instant information, the old investing mantra of “buy and hold” no longer applies. Instead, investors must adopt a new strategy: buy and do your homework. Chairvolotti Financial is here for you with daily performance monitoring and active portfolio management.
Targeted and Personalized
Tailor-Made Portfolios
Chairvolotti Financial recognizes that every investor’s financial situation is unique. Unlike other managed account strategies, we believe it is naïve to assume every person in the same age range has the same risk tolerance and risk capacity. We create a portfolio strategy tailor-made for your personal financial situation.
Low Cost and Tax Efficient
Invest Effeciently
All investments cost something, but they don’t all cost the same. We look for low-cost investments that make sense. Also, with detailed knowledge of our clients’ personal tax situation, we can factor in tax planning to your customized portfolio.
Strength and Momentum
We Take What the Market Gives Us
Investments rotate in and out of favor like produce in a grocery store; they’re all good, but they’re not in favor at the same time. It’s Econ 101: supply and demand. We use advanced tools to identify “relative strength” and momentum so we can let our winners run and cut our losers quick.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.