CWM builds customized portfolios to meet the goals and objectives of our clients. We predominantly use individual securities utilizing a “core/satellite” strategy to build each client's custom portfolio. The “core” consists of equity investments and income investments that comprise from 50% to 100% of the total portfolio. The core is designed for long-term holdings.
The core equity portion of the portfolio will be allocated among the different domestic and international sectors depending on your personal risk tolerance and preferences. Large- mid-, and small-capitalization companies are utilized, as well as both growth and value. Some of the vehicles used include:
The core income portion of the portfolio is designed to preserve principle and generate consistent revenue. Some of the instruments utilized include:
The objective of the satellite portion of the portfolio is to take advantage of short-term inefficiencies in the market. The “satellite” portion is designed to take advantage of short-term opportunities in the investment universe. Generally, 5% to 30% of any one portfolio is invested in the satellite portion.
Strategies employed include: