Investment Process
A common sense approach to selecting and managing investments
We have created and adhere to a proprietary active portfolio management process that rebalances the percentage of assets held in various categories in order to take advantage of market pricing anomalies or strong market sectors. This process not only creates short-term investment opportunities for our clients but, more importantly, helps reduce the amount of risk in their portfolios.
At Great Lakes Wealth, we believe that 1) No single investment manager has a monopoly on great ideas, and 2) No single investment manager or product will always be the best solution for every asset class available. Therefore, we construct our proprietary model portfolios using a multi-manager, multi-firm approach. We determine the best investment managers for what our strategy is trying to accomplish, then create a portfolio using a combination of these managers. We continuously monitor both the managers and our portfolios to evaluate the actual results versus the expected success.
Our proprietary investment process begins with research, continues with the thoughtful execution of our ideas, and ends by providing on-going professional investment management to our clients.