Actively Managed Portfolios
The Stalwart Group takes portfolio management to an even higher level of sophistication by incorporating active portfolio management to an organizations professionally managed assets.
Our active portfolio management overlay is a feature designed to take advantage of capital market assumptions, fundamental research and market dynamics. This level of expertise has typically been provided to only the largest institutional entities across the country.
The Stalwart Group puts the expertise of active portfolio management to work for organizations. This active asset allocation overlay allows us to opportunistically overweight or underweight portfolio’s assets across investment classes and styles based upon our research and analysis.
These two qualities are essential for an organizations professionally managed assets to participate in an investment process that seeks to reduce risk, increase returns and comply with attributes set-forth in an IPS, yet they’re not always incorporated.
"For us, experience represents an enduring commitment to a rigorous institutional investment process that has been tested, and proven, through complete market cycles."