HUNTER INVESTMENT PROCESS
OUR APPROACH UTILIZES A BASIC TWO-STEP PROCESS TO TAILOR AN INVESTMENT STRATEGY FOR EACH CLIENT.
We work closely with clients to build, preserve and distribute wealth – providing strategies for today and plans for the future.
We establish an investment policy suited to the individual investor. A series of initial consultations provides us with the opportunity to listen, learn and gain an understanding of the client’s needs, goals and approach to investing. Working closely with each client, we agree on a division of assets into four risk-based categories.
Engaging in this process generates an understanding of “risk versus reward,” which culminates in an investment policy statement. The mutually agreed upon investment policy maintains the structure for decision making uninfluenced by emotion and becomes our guideline for managing the investment portfolio.
Once the investment policy is established, Hunter Associates’ advisors use a variety of robust research tools and sources, selecting appropriate investments to implement the plan. Our firm has strong expertise in the analysis of common stocks, taxable and municipal bonds, mutual funds, money market funds, options strategies and small company corporate finance services.
We monitor the individual securities and broader movements in the portfolio. When appropriate, we make adjustments to ensure investments remain aligned with the client’s financial goals and attitude towards risk.
READ MORE ABOUT OUR UNIQUE RISK-BASED APPROACH TO SECURITY SELECTION