Our investment philosophy is focused on the goals of minimizing risk and maximizing returns with 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 unique personal circumstances. We seek to implement a strategy that is designed for your specific risk tolerances, return objectives, income needs and time horizons.
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 our fees low.
For information on asset minimums and fees, please click on the link.