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Customized Portfolio Construction

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:

  • Individual Stocks
  • Exchange-Traded Funds (ETFs)
  • American Depository Receipts

The core income portion of the portfolio is designed to preserve principle and generate consistent revenue. Some of the instruments utilized include:

  • Certificates of Deposit
  • Preferred Stocks
  • Municipal Bonds
  • Government Treasuries
  • Corporate Bonds
  • Exchange-Traded Funds (ETFs)

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:

  • Floating Rate Bank Loans
  • Master Limited Partnerships
  • REIT’s
  • Business development companies (BDC’s)
  • Non-Dollar denominated bonds
  • Index linked CD’s

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