Archive for the ‘Portfolio Management’ Category

Finding a professional financial advisor: a process-driven approach

By Dan Hallett on October 13th, 2021

How can you find a great financial advisor – a true professional? This age-old question has long been answered with suggestions of requesting referrals from friends, doing internet searches, and asking standard questions of prospective advisors....

Reaching Your Investment Goals

By Mark Barnicutt on September 9th, 2021

This article is focused on the need for Investment Advisors to customize the “investment ride” — the portfolio value ups-and-downs — that investor clients take with them. Specifically, so much of the global wealth management...

Safeguarding Accumulated Wealth

By Mark Barnicutt on August 14th, 2021

OVERVIEW For affluent family investors who have accumulated large sums of hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing...

Protecting Capital in Down Markets

By Greg Rodger on July 30th, 2021

When stock markets around the world plunged in early 2020 as the COVID-19 pandemic began to spread; investors were understandably shaken.  With businesses shuttered, economies grinding to a near halt, and unemployment skyrocketing it was difficult...

Risk Management Controls for Affluent Family Portfolios

By Mark Barnicutt on July 23rd, 2021

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. Given...

Foundations and Proper Asset Management: The problems and the solution

By Mark Barnicutt on June 30th, 2021

The Challenges for Foundation Boards The globalization of capital markets has caused a significant increase in both the variety and complexity of available investment opportunities. Examples of investment options now available include: Bonds Stocks...

Application of Impact Investing

By Loren Francis on May 5th, 2021

Whether saving for a rainy day or creating wealth for the benefit of the next generation, investing by its nature is about the future.  At HighView we take a goals-based investment approach, and as wealth architects, we look to design an investment...

Alignment of Portfolio with Goals

By Greg Rodger on April 19th, 2021

An architect wouldn’t design a custom home for a family without first asking many questions about what the homeowners are hoping to achieve (e.g. size, budget, form, and function).  And the process of designing an investment portfolio should be...

How to Preserve Capital

By Mark Barnicutt on December 3rd, 2020

OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be...

Clarifying the Book Value mystery

By Dan Hallett on May 25th, 2020

The biblical figure Methuselah and the “Book Value” or “Book Cost” shown on investment statements have something in common. Maybe all of this distancing is getting to me; but stay with me. Methuselah was said to have lived to the age of 969...

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