We care deeply about helping our investors achieve their goals and objectives and work tirelessly to provide them with the highest quality service and guidance.
Every serious endeavor should begin with a strategy – that is, with a plan or set of maneuvers, aimed at getting us to our chosen goal. Strategy focuses our attention and energy on those actions that systematically move us closer to our goal and it helps us tune out the many distractions that otherwise make us lose sight of whats important.
The Chestnut Group employs an investment strategy which combines a strategic asset allocation with a tactical approach, given current market conditions. Once we have determined the proper balance between your risk tolerance and your need for growth and or income, we allocate your money to meet those parameters using a disciplined asset allocation and diversified investment plan.
Our approach is guided by the three pillars:
The Chestnut Group subscribes to a variety of highly regarded, independent institutional research sources covering stocks, bonds, mutual funds and ETF’s. A compilation of these opinions of these resources are used when making investment recommendations rather than basing recommendations on the opinion of one proprietary source.
Once the portfolio is in place, an important part of the portfolio management process is rebalancing. With fluctuating asset prices, some asset classes will naturally do better than others; this will automatically unbalance the portfolio relative to the weights originally assigned to each asset category. By rebalancing, the portfolio prepositions assets that have gone up in value to those that have either gone down in value or at least have not appreciated as much. In a real sense, this is a forced discipline to buy low and sell high.
When you choose an Independent Registered Investment Advisor, like The Chestnut Group, you are taking an important step away from the world of big Wall Street investment firms and banks. As a fully Independent Financial Advisor, we are not restricted to any investment product or service and work exclusively for the benefit of our clients. We care deeply about helping our investors achieve their goals and objectives and work tirelessly to provide them with the highest quality service and guidance.