Our 8-Step Investment Process™
Introducing our process
At Hunt Country Wealth Management, we believe the best portfolios are those designed with your unique goals as the top priority. To achieve this, we’ve developed a top-down portfolio construction process which starts by defining your goals and objectives, and then we move down a step-by-step process to construct a portfolio designed just for you.
We apply Nobel Prize Winning Modern Portfolio Theory as the basis for our portfolio construction and depending on your sitution we may also include alternative investments much like the Ivy League institutions do to further diversify and reduce risk while enhancing return.
The final product is an effective and repeatable 8-Step Investment Process™. While others are investing in a haphazard way, you’ll know your money is invested in a disciplined and thoughtful way.
our 8-Step INVESTMENT Process™:
1. Analyze- We’ll work closely with you to understand your goals and objectives.
2. Strategize- We’ll design a strategy that will give you the best opportunity to accomplish your investing goals.
3. Allocate- We select the mix of stocks, bonds, alternatives, cash or other assets.
4. Diversify- We select the sectors, capitalization (large-cap, mid-cap, small-cap), countries and valuation (value vs. growth).
5. Invest- We select individual stocks, bonds, mutual funds, exchange-traded funds or other investments.
6. Review- We conduct an annual due-diligence review of every investment in your portfolio.
7. Rebalance- We rebalance your account on a scheduled basis to make sure you are staying within your strategy.
8. Monitor- We review your goals and objectives and make sure you are on track. We keep you informed by providing excellent customer service, communication and education.
Diversification seeks to reduce the volatility of a portfolio by investing in a variety of asset classes. Neither asset allocation nor diversification guarantee against market loss or greater or more consistent returns. Alternative investments provide investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets (such as real estate, commodity or natural resources). Investing in these investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investments.