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Is a private investment advisory firm with years of experience in assisting individuals, private business owners and families in achieving their investment goals. The company is associated with some of the largest and most well respected organizations in the investment industry, which allows us to bring you world class products and services.
Heath Capital Management is dedicated to helping people obtain their financial goals and objectives by providing comprehensive financial planning and investment managment. You gain our unsurpassed investment and financial planning expertise within a client-focused, “fee-only” environment.
As a “fee-only” investment advisor we do not receive any commissions. This ties our success directly to yours because our company only grows when our assets under management, your assets, grow.
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Portfolio returns depend on three main factors:
Asset Allocation - the division of assets between stocks, bonds and cash
Style Selection - choosing equities according to capitalization and valuation
Security Selection - adds value within each category
As you can see from the graphic below, asset classes tend to rotate in and out of favor over time. Over the last ten years, no one asset class has held the top spot for performance in each and every year. Using a tactical approach to asset allocation, we determine the weighting of each asset class, and that weighting won’t stay exactly the same over time; it will fluctuate depending on trends in the market.
We feel the strategy provides a systematic and disciplined way of overweighting asset classes when they are in favor on a relative strength basis, and it also provides a way of putting cash alternatives into the mix when there is no better place to be.
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