Whatever wealth means to you and whatever your unique investment goals and objectives, your chances for a good outcome will be improved by adhering to the timeless truths of investing: get the asset allocation right for your own objectives and risk tolerances, diversify broadly, focus on the long-term and most important, minimize costs.
Your investment program should be as dynamic as your life. Helping you define objectives, quantify risk tolerance, create investment policy, manage cash flows and taxes and then implementing, monitoring and adjusting the investment program as your situation evolves, to achieve your desired outcome, is our primary mission.
Financial innovation and evolving investment practices are a powerful combination. With the ascendancy of index-based market exposures, almost any global market exposure can now be accessed cost-effectively. And any exposure that can enhance returns or manage risk (or both) can be included in even modest portfolios. This expands the opportunity set and enhances diversification.
Factor-based indexing and options-based hedging both offer the potential to make portfolios more effective and efficient. These new perspectives and practices combine with investing’s timeless truths to give investors a greater opportunity to achieve their desired outcome(s).
structurALPHA® is our suite of innovative, rules-based strategies that combine the well-known low-cost and market capture advantages of passive investing with the superior return and risk profiles of a structural, rules-based hedge. Implemented with Exchange Traded Funds (ETFs) and exchange-listed options, the strategies are very low-cost, fully transparent and completely liquid.
The superior ALPHA (risk-adjusted return) they deliver is a function of structure and protocol, not the unreliable pursuits of active management and trading. The service mark structurALPHA® combines the two words: structural and ALPHA. structurALPHA®: an innovation in the pursuit of better investment outcomes.
"Investing is ultimately about getting money into the markets, into the appropriate market exposures, in the appropriate weights for the expected time horizons and the determined risk tolerance. While complexity and costs are the enemy of a good outcome, successful investing is neither simple, easy or static."
Posted: November 1, 2017 | by: Tom McKeon
Why is a Bitcoin worth more today than yesterday, last month or last year? An eager supply of Greater Fools will not last forever.
Posted: October 9, 2017 | by: Tom McKeon
...because active managers are pushing back with obfuscation, disinformation and half-truths.
Posted: August 17, 2017 | by: CSCM Staff
In this Issue: Review & Outlook 2Q-2017, Clothier Springs Turns Seven, New Website Launch, CFA Badge and an excerpt from "One Boy's Journey."
Posted: July 14, 2017 | by: Tom McKeon
With apologies to Jack Bogle, if ever there was a period that proved the benefit of a global asset allocation, the first half of 2017 was that period.
Posted: April 25, 2017 | by: Tom McKeon
Collecting option premium in a sideways market is as good as it gets.
Posted: April 21, 2017 | by: Tom McKeon
In this Issue of PremiumPoints | Review and Outlook 1Q-2017, New Reporting Platform, CFA Wealth Initiative, Vanguard ETFs: Game, Set and Match, Option Update: Getting Paid to Wake Up
Posted: March 8, 2017 | by: Tom McKeon
From Moody’s: “Passive Investing to overtake active in just four to seven years.” Clothier Springs Capital Management has been on this (ETF) bandwagon since our founding in 2010.