Group W Investment Management takes a disciplined, low-cost approach to investing. While employing strategies designed to control risk and volatility, the firm seeks to enhance client assets by providing the greatest potential for total after-tax return.
In the equity portion of client accounts, Group W invests in financially sound companies that have strong potential for growing profitability that are selling at reasonable current valuations. Individual stocks are selected based on fundamental analysis. Valuation metrics such P/E ratio, profit margin, return on assets, dividend yield, debt/equity ratio, and current ratio are the primary factors employed in evaluating companies.
Group W does not use derivatives, invest on margin, or engage in the shorting of securities.
Portfolio turnover is keep to a minimum thereby limiting transaction costs.
Capital preservation and income generation are the primary objectives of the fixed-income portions of client accounts. U.S. Treasury securities, corporate bonds, municipal bonds, and certificates of deposit (CDs) are the main components of the fixed-income portfolios.