Vestor Capital Global Strategy
Vestor Capital compiles its own proprietary global capital market assumptions using a "building block" methodology to structure a Global investment strategy based upon identifying the best blend of its equity, fixed-income and alternative strategies while optimizing expected investment returns at acceptable risk levels. Investors benefit from the implied investment discipline of a more strategic asset allocation approach, since it helps to minimize the very real temptation to follow the current "hot" trends or investment fads.
We continuously evaluate our strategic allocation assumptions as long-term secular shifts in the marketplace occur, and we will make periodic changes accordingly, but will not engage in market timing. Our open platform gives us the ability to select mutual funds, ETFs and/or separate account managers on a "best of strategies" basis, where the only criteria are performance and "fit" within the overall portfolio, also taking into consideration tax ramifications and fund costs. Our Global Strategy is comprised of the following Vestor Capital strategies:
- Vestor Capital Core U.S. Equity Strategy
- Vestor Capital U.S. Equity Income Strategy
- Vestor Capital U.S. Small Cap Strategy
- Vestor Capital International Developed Large Cap Strategy
- Vestor Capital International Developed Small Cap Strategy
- Vestor Capital Emerging Market Strategy
- Vestor Capital U.S. Taxable Fixed Income Strategy
- Vestor Capital U.S. Tax Exempt Municipal Bond Strategy
- Vestor Capital Alternatives Strategy