Our top-down analysis determines which asset classes and industries to overweight or underweight
Custom Asset Management
We manage your results, not just your investment returns.
Building a durable financial foundation that balances your personal and financial goals requires outside-the-box thinking and creative asset allocation.
Our Unique Approach
What sets us apart
With the guidance of our experienced advisors and portfolio managers, we turn your insights into an actionable investment plan designed to last a lifetime – and beyond.
SlateStone Wealth takes a highly personalized approach to creating custom investment portfolios unique to each client. We begin by understanding your goals, risk tolerance, liquidity needs and return expectations. Then we carefully build a portfolio designed to help you realize your goals and avoid obstacles to your success.
We put your insights into action by striving for exceptional returns in all market conditions.
At SlateStone, our Custom Portfolio Managers work closely with clients to understand their long-term goals and financial objectives. With this in mind we are able to craft individual equity portfolios with the flexibility to grow and change as needed.
Kimberly L. Pierce, CFA®️,
Senior Portfolio Manager, Partner
Customized Investment Management
Tailored to your specific goals and expectations
Our investment approach is dynamic, balanced and focused on the enduring principles of wealth preservation and capital appreciation.
We constantly monitor and review your investment plan against your portfolio results, making adjustments as needed. We keep you updated on your progress, and are always available to discuss all aspects of your plan and portfolio.
You will have direct online access to your investments and your lifetime financial plan so you know exactly where you stand at all times.
We provide you with a well-diversified portfolio that strives to capitalize on unique opportunities in financial markets by carefully following these steps:
Foundational Equity Strategies
Individually crafted, unique to each client
We strive to achieve superior results over a full market cycle by applying an opportunistic investment discipline that is not limited to only growth or value…large-cap or small. Instead, we aim to deliver the best risk-adjusted returns over time.
We follow an investment discipline that includes:
- Individual equity portfolios built security by security to meet client objectives and risk parameters
- Flexibility to adapt portfolio holdings to changing market conditions and risk parameters
- Top-down analysis to identify equity market sectors and industry groups offering the most opportunity
- Diversified on a sector basis, identifying sectors to overweight, underweight, or equal weight based upon the economic environment
- Bottom-up selection of individual companies that offer competitive advantages and compelling value based on in-depth analysis
- Consistent overview and management aligned to market and company specific risks using disciplined sell parameters
We follow an investment discipline that includes:
Strategic Portfolio Management
Diversified Investment Solutions
SlateStone Wealth offers one-step diversification through our Specialty Portfolio investment strategies. These are mutual fund and ETF based asset allocation strategies with specific objectives across the risk/reward spectrum and can be used individually or in combination to meet your needs.
These include:
All strategies are professionally managed by a dedicated investment team. We strive to always maintain an appropriate blend of asset class diversification in your portfolio with the goal of optimizing performance and reducing risk as we seek to capitalize on ever-changing global market opportunities.