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Investment Process & Policy
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|Investment Process & Policy
Five Star Capital Advisor�s core investment philosophy includes extensive research as well as in-depth client interviews. We invest in products with superior management and proven track records. Our clients receive customized investment solutions using the following approach:
1. Client interview and risk profiling
The best results are achieved when our investment approach is closely aligned with our clients� comfort level and risk tolerance.
2. Asset Allocation
We select the appropriate mix of large versus small companies, foreign versus domestic, and fixed income investments. We also look to mix in Alternative Investments where it makes sense for our clients� investment goals.
We regularly review our client portfolios as well as the global investment landscape to identify new opportunities.
4. Active management and regular portfolio rebalancing.
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Securities offered through Ashton Garnett Securities, LLC