There are many investment approaches and portfolio management styles. The two main camps are active management or passive investment management. The investments for growth are typically individual equities, mutual fund selection or exchange traded funds. The focus of our strategy at Triumph Investment Advisory Group is a combination of active and passive portfolio management with investments primarily encompassing individual equities and exchange traded funds for growth or income investors.
Triumph utilizes the following approach:
Assess the U.S. and world economies as well as issues that could affect markets.
Assess those sectors of the market that appear to have the most promise for positive returns.
Select those industries within those sectors for further review.
Analyze companies within those industries and select those that look promising based on fundamental and technical analysis.
As important as it for growth in good markets, we realize that protecting assets in down markets is a part of a cohesive strategy in order to position assets for long-term growth. Our goal at Triumph Investment Advisory Group is to deliver attractive portfolio returns over the long-term while at the same time managing downside risk.
INVESTMENT STRATEGY PLAN DESIGN
Step 1: So that you know who you are dealing with, we believe it is important that we get to know each other by meeting face to face. This allows you to decide if our services match up with your needs.
Step 2: Through an in depth review process we go over your concerns, identify priorities, and outline financial goals for the short-term, medium-term, and long-term.
Step 3: One of the most important steps is determining your risk profile. After analyzing your risk tolerance we are able to better understand and design the proper portfolio.
Step 4: After consultation with you, we design an Investment Policy Statement, which will outline how we manage your portfolio.
Step 5: So that you are in a position to reach your goals we develop a customized Investment Plan.
Step 6: Based on the information provided, we implement our investment selections and allocate your funds into the appropriate asset classes.