IAIC adheres to a diversified investment approach. Investments are categorized into asset classes and then diversified among numerous securities and sectors, all of which are guided by strategic portfolio 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.
In this episode of our In Focus Educational Series, Portfolio Manager Candis Fitch, CIM®, CIWM, explains the concept of Strategic Asset Allocation (SAA), a strategy for setting targets or ranges for various asset classes such as fixed income or equities.
To learn more, catch up on all previous episodes of our In Focus Podcast and Webcast series!
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Quality investing ensures 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 by applying the discipline of our QSect™ investment principles.
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 existing or prospective portfolio investments.
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 (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.
IAIC’s investment management solutions include Customized Portfolios, Structured Products and ETF Select Portfolios.