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Schuylkill
Financial works comprehensively with clients to identify
lifelong goals and develop wealth management plans to
achieve them. The investment world is vast and complex
where one can easily succumb to infomation overload.
Our portfolio strategies reflect a customized treatment.
We believe that one size does not fit all, and that
not all investments are suitable for all clients. We
believe that each client deserves a specialized investment
strategy designed around previous investment experience,
risk tolerance, performance requirements, liquidity,
and taxing circumstances.
Research
Process
Our
equity research process allows us to analyze the many
facets of a company, allowing us to understand its industry,
management, business model, vision, potential, risks,
accounting, and incentive structure. We utilize many
research sources to aid us in constructing an opinion
of the stock before acting on it. Our stock selection
can take many different forms and depends on the client's
customized investment strategy. This research process
is not limited to equities; it carries over to bonds,
options, Real Estate Investment Trusts (REITs), alternative
investments and mutual funds.
When selecting mutual funds, many investment advisors
are locked into a specific family of funds, but we at
Schuylkill Financial believe that the entire universe
of funds should be considered. Our fund selection is
based on the fund manager's ability to pick stocks over
the long run and outperform their peer group.
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