Generally, the Investment Committee attempts to have a broad market exposure by investing in all major market sectors. However, the Committee will overweight sectors they believe to show good relative strength and/or positive fundamentals and underweight areas of the market that are not favored.
Based on our analysis coupled with various sources of research, the Strategic Investment Committee first focuses on overall portfolio themes, dictated by various macro economic variables.
When developing investment themes, the Committee is focused on events and catalysts that we anticipate having a substantial market impact over the next 12 to 18 months. We do not allow short-term events to dictate our long-term strategy.
When various market conditions dictate changes to our portfolios, the Investment Committee reallocates various investments to better reflect the investment environment. Typically, the Investment Committee does not make "wholesale" changes, nor does it "rebalance" based on a static model. All portfolios are engineered to control volatility - risk management is our primary focus.
STRATEGIC INVESTMENT COMMITTEE OVERVIEW
Gary Goldberg Financial Services manages all of its clients' portfolios with the oversight of our Strategic Investment Committee. The Strategic Investment Committee is made up of five people. It is headed by Gary M. Goldberg, our CEO and Founder, and William Krivicich, CFA, Chief Investment Officer.
Additionally, Oliver Pursche, President, Peter Dedel, Vice President, Portfolio Manager, and Richard Kersting, Senior Vice President, Investment Consultant are also an integral part of the committee.
Among them, the members of the Investment Committee have over 100 years of investment management experience.
For more information please call 800-433-0323 or email us at email@example.com