Our investment philosophy is focused on the goals of minimizing risk and maximizing returns with highly personalized service at a low cost. We implement a hedged absolute returns strategy, which draws upon a broad range of widely diversified asset classes to manage investment portfolios with the goal of protecting against the risk of sustained loss and generating positive absolute returns in all market environments. This approach includes a heavy emphasis on risk control and rigorous security selection within each of the major investment asset classes.
Gerring Capital Partners builds and manages investment portfolios utilizing the following investment strategies. Please click on the corresponding link below to learn more about each strategy.
A broadly diversified asset allocation strategy drawing upon a wide range of investment categories with the objective of achieving returns and managing risk that includes an emphasis on guarding against an absolute decline in value. Please click on the link to learn more.
A individual stock strategy focused on high quality companies with the objective of generating competitive returns at a level of risk that is lower than the broader market while also seeking to protect against absolute downside. Please click on the link to learn more.
With Gerring Capital Partners, each client has their own distinct separately managed accounts. These accounts may include Taxable accounts as well as IRA, Rollover IRA, Roth IRA, SEP IRA and 401(k) Profit Sharing Plan accounts.
Portfolio management is carried out with the recognition that each client has their own risk tolerances and return objectives that require their investments to be managed to their own specific circumstances. Our priority is to work closely with each of our clients to continuously understand their goals and to share in their experience. The recently unpredictable environment can make investing today an emotional experience at times, and we seek to fully understand our clients perspectives and feelings about the economy and markets at all points in time.
Keeping your costs low is also an important part of achieving investment goals. We are fully independent and paid only by our clients, which enables us to keep fees as low as possible. In fact, our fees are lower than the expenses charged by many leading U.S. stock mutual funds.
We will also work closely with clients to coordinate their portfolios managed by Gerring with the various investment accounts that a client may hold outside of our platform with the objective of optimizing their overall asset allocation. This may include 401k plans, 403b plans, profit sharing plans, employee stock ownership plans, stock option programs, college savings 529 plans, Coverdell ESAs, money market accounts and other investment and brokerage accounts. Our objective is to bring all of these investment components together to create a single comprehensive plan that is designed to work together to best achieve the clients goals and dreams.
For information on asset minimums and fees, please click on the link.