Long-term investing is emphasized at Group W Investment Management. Employing strategies designed to control risk and volatility, the firm seeks to enhance client assets while providing the greatest potential for total after-tax return.
Equity Portfolios - Group W seeks superior investment results by investing in financially strong companies that have good potential for increasing profitability and that are selling at reasonable prices.
Group W selects individual stocks for the equity portion of client accounts according to fundamental analysis of publicly traded companies. Value metrics such as P/E ratio, current ratio, debt/equity ratio, profit margin, return-on-assets, and dividend yield are the factors primarily used in evaluating companies.
Equity investments are long only. Group W does not engage in shorting of securities.
Group W does not use derivatives.
Investment accounts are not leveraged (no investing on margin).
Exchange traded funds (ETFs) are sometimes used to gain exposure to certain sectors of the market.
Portfolio turnover is keep to a minimum thereby controlling transaction costs.
Fixed-Income Portfolios - Capital preservation and income generation are the primary goals of the fixed-income portion of client accounts.
Investment-grade debt instruments are the focus of the fixed-income portfolios. U.S. Treasury securities, corporate bonds, municipal bonds, and CDs are the main components of the fixed-income portfolios. These are purchased in the form of individual securities as well as ETFs.
Cash and Equivalents
The cash portion of client accounts are held in money-market mutual funds, short-term CDs, or cash.
Group W selects individual stocks for the equity portion of client accounts according to fundamental analysis of publicly traded companies. Value metrics such as P/E ratio, current ratio, debt/equity ratio, profit margin, return-on-assets, and dividend yield are the factors primarily used in evaluating companies.