OUR INVESTMENT PROCESS
PROTECT WEALTH • REDUCE FUTURE UNCERTAINTY • GROW CAPITAL • INCREASE INCOME
There are many reasons people invest, but the above are the most common. At Sheerbrook Wealth Management, our tax-sensitive, balanced approach favors equity investments because stocks have historically provided superior returns. However, taxable or non-taxable fixed-income is often an important element of client portfolios, particularly when higher levels of cash flow are required.
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Our process emphasizes a strategically diversified portfolio of fundamentally sound, high quality stocks representing companies with sustainable business models and the ability to consistently grow both earning and dividends.
Bonds and “cash” in client portfolios are also actively managed to increase diversification, provide income and to reduce volatility. Ultimately, long-term, portfolio total return is based on the amount of risk (volatility) one assumes, the return achieved and the costs incurred. We weigh all of those factors importantly.