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What are the proper investments that you should invest in? What are the asset classes that you should be involved with or stay away from?

Executing Rigorous, Not Rigid Investment Management

Disciplined investment strategies are the foundation of our investment management process, which are built to a specific model allocation based on your minimum level of acceptable risk. Since we are required to use specific products, we research investment options for the client and then by integrated technology, we are able to recommend the optimal allocation for you and your needs.

Our process is based upon the following key tenants of our investment philosophy:

  • Repeatable investment process
  • Research-driven
  • Not beholden to use particular managers/products
  • No Proprietary Products
  • Agile

Research

At Owenby Jones Wealth Management, LLC, our team is dedicated to using comprehensive strategies in the construction of  investment allocations and strategic portfolios intended to meet the financial objectives of our clients. We go through a rigorous process to review our current managers and their competitors in the market place. In addition to our own research, our process includes research from our broker dealer, LPL Financial, and other strategic partners in the industry. After consultation with our research department and strategic partners, we select the managers whose philosophy and outlook on the markets and economy, coupled with their performance and standing in the marketplace, to help manage our clients’ needs. Because we operate with no allegiance to any outside product or vendor, our portfolio selections are made independently and objectively.

Allocation

Our focus is on the long term productivity of our clients’ portfolios. We do not attempt to time the markets. We do believe in building an appropriate allocation based on the client’s characteristics such as age, risk tolerance, time frame and portfolio objectives.

Diversification is a key component employed in our manager selection and asset allocation. We extensively screen and select managers that integrate together to minimize overlap, so that their holdings compliment their respective investment styles. Once we have selected the most appropriate manager for each sector of our portfolio, we will then assign that manager a percentage of the portfolio. We never place too great of a percentage of the portfolio in the hands of any one manager or investment vehicle.

There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss.

Risk

We believe that a client should not take more risk than is required to meet their goals and objectives; therefore, every manager is scrutinized to ensure that the return that is being provided is in line with the level of risk that is being taken. One of the key characteristics that we review during our manager selection process is the capture ratio which allows us to hire managers that can provide downside protection, in addition to participation in the upside potential of the market. We build portfolios that are defensive in nature, intended to minimize the volatility a client will experience when the market is moving significantly in one direction or the other. 

Capture Ratio ia a statistical measure of an investment manager's overall performance in up-markets. The up-market capture ratio is used to evaluate how well an investment manager performed relative to an index during periods when that index has risen. The ratio is calculated by dividing the manager's returns by the returns of the index during the up-market, and multiplying that factor by 100.

Returns

We do not chase returns and have a disciplined approach to managing assets. We will never move into a manager or asset class simply because it is the latest item of interest in the financial markets. We prefer to ensure that managers and asset classes are appropriate for our clients prior to adding them to our portfolio.

OJWM icon© Owenby Jones Wealth Management LLC.
Securities offered through LPL Financial. Member FINRA / SIPC.
Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor.
Wealthcare Advisory Partners and Owenby Jones Wealth Management LLC are separate entities from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents
of the following states: AL, CA, FL, GA, IL, MN, MT, NC, NY, SC, TN, TX.