Our Portfolio Management Process

We begin by getting to know you and developing a deep understanding as to your investment objectives and risk tolerance. We then create a customized strategy to meet your investment objectives considering your tolerance for risk. We clearly define your goals, risk tolerance and investment strategy in an Investment Policy Statement to ensure our understanding is correct and that you understand and are comfortable with our strategy. Once you have reviewed and accepted the Investment Policy Statement we implement your strategy over time considering your current holdings and how they relate to our strategy. We also work to ensure that the transition is as tax efficient as feasible.

 

Capital Preservation

PionMatifat Investment Group's core discipline is preserving your wealth. Your future success starts with a strong and sound wealth strategy. This strategy is structured to act as the basis for future asset growth and investment opportunities, and our focus is on maintaining and protecting this asset foundation.

 

Managing Risk

We review your portfolio regularly and make changes based on our market strategy and considering any changes to your risk tolerance, goals or personal situation. We manage portfolio risk in accordance with your goals and risk tolerance primarily through asset allocation and sufficient diversification among asset classes, sectors and individual securities. Our security selection criteria focuses on paying reasonable prices for companies with strong management, solid balance sheets and a sustainable track record for growing cash flows.

 

Conservative Approach

Our team has over 70 years of combined experience in investing, and our long-term, conservative approach has helped us effectively manage our client's assets through many volatile market cycles. We believe that building and maintaining wealth is a lifelong process.