The MER Methodology
Unconventional, distinctive and highly personalized...
The default strategy for 90% of investors today is Asset Allocation. Asset Allocation is an essential investment tool which we embrace. However, we also recognize that there are other innovative methodologies which optimize opportunities today, while working within the client’s risk tolerance levels to grow and preserve wealth. We believe these are the essential elements for an optimized investment portfolio.
EQUITY ASSET ALLOCATION:
Asset allocation is an essential investment tool and we embrace Nobel Prize-winning Modern Portfolio Theory. We also recognize that diversification of strategies is equally as important as diversification amongst asset classes. In addition to traditional investment methods, our knowledge base allows us to construct unique principal protected investments as a cushion to market volatility.
FIXED INCOME STRATEGY:
The role of bonds in a portfolio is to provide stability, stable income, and to help offset equity risk. We believe that managing the fixed income side of a portfolio should recieve as much attention as the equity side of an allocation.
TACTICAL:
To take advantage of market volatility, we are constantly analyzing hundreds of potential opportunities. We refer to these as "timely ideas" which are meant to enhance the overall returns of the portfolio. Both “Fundamental” and “Technical” analyses are employed to identify entry and exit points. To ensure optimal performance, we engage stop losses and a profit taking discipline where appropriate.
NON-CORRELATED INVESTMENTS:
Non-Correlated investments are assets that are designed to provide performance in both up and down markets, thereby assisting in hedging the potential downside of the portfolio. They are built to mitigate inflation’s impact on a portfolio and act as a counter-balance to equity exposure. Commodities exposure, Quantitative Strategies, Long/Short Funds and Managed Futures are examples of non-correlated investments.
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