The Investment Process
Hunter Associates employs leading technology tools, including access to premium research from investment banks, Wall Street firms and independent providers. This information is then interpreted by our experienced investment advisors and consultants. Through our association with third-party custodians, we are not only provided first-class trading and operational support services, but also an additional level of independent accountability.
Our approach utilizes a basic two-step process to tailor an investment strategy for each client.
Step 1: Investment Policy
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.
Step 2: Securities Selection
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.