NBCS Asset Management Investment Philosophy
As a boutique manager, NBCS Asset Management is driven by a culture deeply rooted in the commitment to broad research, tailored service and diverse solutions needed to align with, and achieve, our client’s short and long-term financial goals.
Our Key Philosophical Principles
Disciplined Approach
We believe in a disciplined approach to wealth creation, focused on long-term growth that prioritizes quantitative research to identify undervalued assets and construct truly diversified portfolios — all with the goal of providing superior risk adjusted returns vs the portfolio benchmark over a complete market cycle.
Strategic Asset Allocation
We believe in customizing client portfolios to align with each investor’s unique characteristics, including their time horizon, risk tolerance, tax status and special circumstances. When the manager possesses a unique advantage or insight, they aim to enhance returns and reduce tasks.
Diverse Investment Options
We believe that investors are best served through a diverse selection of opportunities that directly align with their financial goals and long-term investment needs. We strive to achieve this by utilizing a consistent risk management process, low-cost dynamic asset allocation, core investment research and service- based business model-with a core objective of using these tools to offer clients consistent, disciplined and flexible strategies in unpredictable markets.
Quality Asset Selection
We believe in building diversified portfolios comprised of high-quality assets that are sourced and guided by fundamentally driven security selection focused on identifying opportunities that can benefit from secular tailwinds while also weathering headwinds during a full economic cycle. Our firm relies on its judgement, analytical techniques, market insights, and a repeatable process to deliver superior risk-adjusted returns for clients.
Investment Process
Our Strategies
Equity
Across a range of equity strategies, we seek to build portfolios with superior risk characteristics. We do this by selecting high quality, competitive companies with predictable earnings and financial strength to generate strong cash flow, while utilizing the expertise of Revelation Investment Research for a quantitative equity research overlay.
Fixed Income
Seeking to minimize volatility and maximize income potential, we use active management to build low-cost fixed income portfolios, free of hidden fees. Supported by over two decades of fixed income sales and trading experience, our team employs an opportunistic investing strategy utilizing individual bonds over bond funds, effectively enabling clients in their unique goals.
ETFs
The Strategic Model Portfolios offer five globally diversified portfolios designed for different levels of risk and expected return. They are constructed using State Street Global Advisor (SSGA) Portfolio index-based ETFs that provide broad diversification and liquidity in a cost-effective manner.
