Investment Process and Philosophy
At Incline Investment Advisors, we take the time to understand our clients’ unique needs, goals, and risk tolerance. We then build a custom portfolio to meet those objectives.
Our Investment Process
Our Investment process is built upon experience and discipline engineered for attractive long-term returns adjusted for risk.
Our custom actively managed portfolios are designed to participate in the upside of the market on a risk adjusted basis, but also protect capital on the downside. We don’t leave our client portfolios vulnerable to the downside the way buy and hold investing does.
Diversification
Most investors have a portfolio of stocks and bonds and believe they are well diversified. At Incline Investment Advisors, we take diversification a step further by introducing global alternative solutions, including commodities, currencies, and metals.
As is common practice, we allow the equity portion of a portfolio to be the primary driver of returns during a bull market. However, it is important to include diversification away from equity volatility.
At Incline Investment Advisors we are not locked into continuing to use the unchanging 60/40 buy and hold approach to investing. This is particularly important in a changing environment which can alter a portfolio’s risk and return profile over time.
By building truly diversified portfolios that are designed to function efficiently in a variety of environments – not just a bull market, we better prepare our clients to achieve their long-term investment goals.
