After gaining an understanding of your objectives and capacity for risk, we then seek to effectively manage the first level of the risk/return equation through proper asset allocation.
We strive to build logically diversified portfolios using a global opportunity set of publicly traded individual stocks and bonds that are vetted and then thoughtfully assembled using a fundamental valuation discipline based on our investment philosophy.
We actively administer portfolios with a view toward long-term absolute returns and principal stability, with an on-going awareness of and sensitivity to the ever-changing dynamics of global economies, capital markets, tax regimes, and clients’ personal circumstances.
Our investment process is simple, logical, and time-tested.
Many brokers and financial consultants have chosen to not adhere to the Fiduciary Standard and are, therefore, only held to a lesser “suitability” level of diligence when working with their clients. As a result, many utilize a one-size-fits-all approach based on products. This, in turn begs the question – on what basis do they make investment management decisions? Vero Beach Global Advisors utilizes a custom approach based on a defined investment philosophy. We want our clients to understand our investment process. It is simple, logical, and time-tested.