SOUND Investment Fundamentals
Falcon Capital Management, Inc.'s investment strategy is based upon sound investment fundamentals, and is implemented and maintained through a well-defined process.
Our asset allocation strategy is driven by client objectives. This translates into and drives the relationship of "relative return" to "yield driven" assets.
Our role in this part of the process is to interpret qualitative financial goals as presented by our client and turn them into quantitative investment policy decisions. This then drives the investment process.
A good investment policy sets asset allocation targets based upon financial goals rather than emotional interpretations of market factors. After all, the investment process is long-term and thus should be viewed as such. Working with a top-down allocation process provides a framework for the security selection and management process. Investment policy does change over time; however, most changes occur due to "client events" such as retirement, inheritance, business changes, and other financial events rather than market events.
Asset Allocation Strategy - A Closer Look
Within the US and International equity markets, there is clear evidence of stock characteristics which enhance returns. By tilting portfolios toward these characteristics, we can enhance returns because these characteristics are true risk factors. These factors have been clearly identified by academic research and ultimately provide the basis for building a true "style diversified portfolio".
Falcon Capital Management, Inc.'s equity program is achieved by combing a high beta strategy (high correlation to the S&P 500) that is tax efficient and dividend-oriented coupled with our factor strategies. This is a more efficient, diversified portfolio
Falcon Capital Management's client investment philosophy builds on these sound fundamentals:
- driven by client goals
- balancing relative return & yield
Falcon Capital Management, Inc.
530 Danbury Road
Wilton, CT 06897
Proprietor: Robert Dalldorf
What makes Falcon unique?
- Holistic Wealth Management
- Fee Based