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Our Strategic Advantage

The edge you will get with Paisley Financial lies within our strategic design to Capital Management. Our Trilateral Active Management approach is our optimal way to achieve maximum diversification & growth, as it encompasses all of our active management capabilities into a single, engine.

Active Strategic Management

  • Growth Strategies

    An aggressive portfolio strategy mostly comprised of our top growth stocks which aims to maximize capital growth. Risk is typically managed through the use of a well-diversified stock portfolio.

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  • Moderate Strategies

    Strategies that attempt to achieve growth but is averse to taking on large amounts of risk by tilting towards stocks, up to 60%. Growth is placed as the primary emphasis and current income as their secondary emphasis though may change depending on prevailing market conditions. 

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  • Conservative Strategies

    An amalgam of fixed income & short term revenue generating instruments that are focused on low risk objectives. The investments sought are of a high yield with a steady dividend history. Option strategies may be use to grind out additional gains or to work as a volatility hedge.

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  •  Hedge Fund Style (Long/Short)

    Our Trilateral Active Management approach is our optimal way to achieve maximum diversification & growth, as it encompasses all of our active management capabilities into a single, engine. The strategy incorporates all of our fixed income, currency, equity and commodity trading strategies we have developed into a model that will ebb and flow with volatility, growth, recessive interruptions or trends and all invested in a securities-only product.

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  • Active versus Passive Management

    Active management is the art of stock picking and market timing. Passive management refers to a buy-and-hold approach. Buy and Hold worked well enough until 2008 when the DOW dropped 37% and has still not recovered. To understand the right choice for you, please learn more below.

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Active Management

Active management refers to a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index. Investors or mutual funds that do not aspire to create a return in excess of a benchmark index will often invest in an index fund that replicates as closely as possible the investment weighting and returns of that index; this is called passive management. Active management is the opposite of passive management, because in passive management the manager does not seek to outperform the benchmark index.

At Paisley Financial, we strategically attempt to exploit market inefficiencies by purchasing securities that our research suggests are undervalued or by constructing counter positions on securities that are overvalue. These types of strategies are always dependant on the customers risk parameters or needs that they request be met. Another goal of an active approach is to create less volatility (or risk) than the benchmark index and that reduction of risk will attempt to create an investment return greater than the benchmark.

We believe in the effectiveness of an actively-managed investment portfolio Many mutual funds purported to be actively managed stay fully invested regardless of market conditions, with only minor allocation adjustments over time. Other managers will retreat fully to cash, or use hedging strategies during prolonged market declines. These two groups of active managers will often have very different performance characteristics.

We use a variety of factors and strategies to construct our portfolios. These include quantitative measures such as Top / Down analysis along with sector investments that attempt to anticipate long-term macroeconomic trends such as a focus on energy or financial stocks or at times a defensive retreat to high dividend yielding stocks with option hedges to protect against downside risk. For these reasons, many clients find active management an attractive investment strategy in volatile or declining markets or when investing in market segments that are less likely to be profitable when considered as whole.

There is a time and place for each investment style. Passive Management tends to work well in times of lesser volatility or market certainty and Active Management, if properly executed tends to do well in deflecting risk in times of higher volatility and more market uncertainty. The key is to have a manager that can navigate you through the certain and uncertain times.