OUR INVESTMENT PROCESS

PROTECT WEALTH • REDUCE FUTURE UNCERTAINTY • GROW CAPITAL • INCREASE INCOME

There are many reasons people invest, but the above are the most common.  At Parkview Partners Capital Management, our tax-sensitive, balanced approach favors equity investments because stocks have historically provided superior returns. However, taxable or non-taxable fixed-income is often an important element of client portfolios, particularly when higher levels of cash flow are required.

Our process emphasizes a strategically diversified portfolio of fundamentally sound, high quality stocks representing companies with sustainable business models and the ability to consistently grow both earning and dividends.

 

Bonds and “cash” in client portfolios are also actively managed to increase diversification, provide income and to reduce volatility.  Ultimately, long-term, portfolio total return is based on the amount of risk (volatility) one assumes, the return achieved and the costs incurred. We weigh all of those factors importantly.

Asset Allocation and Diversification – The Keys to Success

The primary determinate of long-term investment success (returns) is asset allocation i.e., the distribution of stocks, bonds, “cash” and other investments in a portfolio. As a result, a great deal of time, thought and analysis is given to understanding client objectives, needs, obligations, risk tolerance and investment time-horizon to determine the proper strategic asset allocation.

 

Consistent, Objective, Disciplined and Repeatable

The recent and increasing focus on short-term results in financial markets is in opposition to sound investment principles.
 

We are, and believe clients should be, long-term investors who seek consistency and the rewards of compounding investment returns.

1Stocks, Bonds & Bills: 1928 - Current, New York University, Stern School of Business.

2There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

3Asset allocation does not ensure a profit or protect against a loss.