Custom Managed Accounts
For more than three decades, we have managed separate accounts for wealthy individuals, foundations, endowments, pension plans, institutions, mutual funds and other clients. All have benefited from our extensive experience in meeting the needs of diverse groups of investors. We are particularly proud of our longstanding client relationships.
Sticking to a consistent, firm-wide investment philosophy and process, our portfolio managers build each separate account portfolio stock by stock. And because client needs and markets constantly change, the separate account relationship is dynamic. Our portfolio managers are skilled at adjusting portfolios to reflect changing conditions.
Equity Accounts
Our equity portfolios are generally composed of securities that we believe have attractive valuations, excellent appreciation potential, a high degree of management ownership and limited downside risk. This approach has yielded above-average investment returns over the long term with below-average volatility and risk.
Our portfolio managers use the Invite Capital Partners Co list of approved stocks to customize focused investment portfolios based on a client’s assets, liquidity needs and willingness to risk tolerance. We continually monitor each client’s portfolio to ensure that it conforms to the client’s stated investment guidelines.
Balanced Accounts
Our balanced accounts seek to preserve capital while providing capital appreciation. Most of these portfolios have significant exposure to equities and we use fixed-income instruments (typically Treasury, agency, municipal and/or corporate securities) to satisfy the client’s income, liquidity and risk preferences.
We rely on our value-based research process to identify corporate issues that the market undevalues. We typically invest in fixed-income holdings of high quality and with short- to intermediate-term maturities.
International Accounts
Our international team searches both established and emerging markets for businesses that are priced substantially below our estimates of their intrinsic value and led by management teams likely to grow that value.
To identify the most promising investment opportunities, our international analysts frequently meet with top executives and conduct first-hand inspections of company facilities. Our international portfolio decisions emphasize company quality over the macroeconomic trends in any given country.
