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Independent Accountants' Investment Counsel Inc.

 

 

Strategic Portfolio Asset Allocation

 

IAIC adheres to a diversified investment approach. Investments are categorized into asset classes, then diversified among numerous securities and sectors, all of which are guided by strategic protfolio management disciplines. Growth and value are two fundamental approaches or investment styles. Growth investors seek companies that offer strong earnings growth while value investors seek stocks that appear to be undervalued in the marketplace. Because the two styles complement each other, they can help add diversity to your portfolio when used together.

 

 

 

IAIC delivers an integrated approach to managing your portfolio with focused and balanced investment advice that’s unique to your financial situation. All investment portfolios follow IAIC’s Six Step Investment Management Process:

 

IAIC’s Six Step Investment Management Process:

 

  1. We gather all facts needed for a comprehensive understanding of your situation. 
  2. A specific Investment Strategy (IPS) is developed for your goals, objectives, and risk tolerance. 
  3. Review your current assets and develop a customized portfolio strategy. 
  4. Implement the strategy. 
  5. Regularly review and rebalance your portfolio and assess performance.  
  6. Finally, we regularly review your situation and the appropriateness of your IPS.

 

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Discipline & Diversification

 

A core tenant of value investing is to make sure you’re diversifying your investments

and have the discipline to stay focused. At IAIC our team of Portfolio Managers ensures that your portfolio is rebalanced applying the discipline of our investment philosophy and following our guiding principles below:

 

  • Value based independent fundamental analysis
  • Diversification
  • Asset and sector allocation
  • Review entry balance – every client, every quarter
  • Core pick list of our “best ideas”
  • Strict value discipline and buy up to targets

 

 


 

Environmental, Social and Governance Investing 

 

At IAIC, we invest our clients’ savings in companies we believe will perform well over the long-term.  Among the many factors we consider when making portfolio investment decisions are the environmental, social and governance (“ESG”) risks and opportunities associated with a company.  We combine bottom-up ESG scoring from third-party service providers with our own assessment of macroeconomic factors to assess the ESG impact on our valuation of an existing or prospective portfolio investment. 

 

These “ESG” factors are typically taken into consideration:

 

 

 

While ESG scores will impact our assessment of the value of a company, we will not base buy or sell investment decisions solely on ESG scores.  We recognize that there are technical and operational difficulties in measuring and understanding ESG-related portfolio risks – for example, ESG reporting by companies and scoring by third-parties are not “exact sciences” and will continue to evolve. 

 

 

 

 


 

Socially Responsible Investing

 

Socially Responsible Investing (SRI) involves ensuring we do not invest a client’s savings into companies that conflict with the client’s personal values.  For example, a client may not want to invest in certain industries, such as alcohol, tobacco, weapons, fossil fuels, etc. 

 

Wherever possible, we accommodate a client’s SRI requests.

 

 

 

 


 

Contact us today to help you get on the right path to financial security.

 

CONTACT US TODAY