Increase your retirement savings with managed IRA
Position sizing that reflects our assessment of valuation, quality and the degree of strategy execution
Customized strategy for your IRA
Modernized approach to value investing in stocks
Asset allocation to profit in a variety of economic environments
Short-term trades in other asset classes, like commodities
Limited losses due to a combination of flexibility and discipline.
Wide variety of investment products that are liquid and transparent
Average Annual Return
ACHIEVE MORE WHEN YOU PAY ONLY FOR RESULT
Make your money grow!
Managed IRA is a service with an individual approach to each investor and allocation among different asset classes. When it comes to stock investing, our portfolios have a quality focus with a strong valuation discipline. Our holdings are characterized by:
- A competitive advantage, leadership within a specific niche and a sound track record
- Financial strength, high levels of profitability and margin
- Low financial leverage
- Capital efficient growth and cash generation
- Highly capable management team aligned with creating shareholder value
- Companies that can deliver genuine sustainable long-term growth
- Investments that can be purchased at appropriate prices
Our approach to portfolio management ensures investments are appropriately weighted according to their level of risk and reward. Position sizing reflects not only our assessment of valuation and quality, but also the degree of strategy execution.
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