The investment management process starts with you, your goals, objectives, tolerance for risk and your vision for the future.
We work closely with you to develop a personalized Investment Policy Statement that sets a strategic asset allocation and provides you with a clear, written explanation of how your portfolio will be constructed, managed and evaluated.
Peddock is aligned with Applied Finance Group, Ltd (AFG), of Chicago to access institutional investment research for sophisticated portfolio construction and management. Our top-down capital market expectations are blended with AFG's bottom-up analysis to identify some of the most compelling companies and/or investment vehicles that are positioned to take advantage of broad economic opportunities with the goal of consistently outperforming the S&P 500 Index.
Using the findings from our analysis, the security selection process systemically identifies undervalued S&P 500 companies with strong management and earnings quality across each sector to construct a well-diversified and value-focused portfolio. Portfolios are grounded in large- to mid-cap domestic stocks, high-quality fixed income investments including corporate, municipal, and government bonds, and exposure to foreign markets through Exchange Traded Funds, or ETFs.
Price targets are regularly calculated for each stock. Securities which have met or exceeded our performance expectations or performed contrary to our expectations are re-evaluated for sale based on remaining upside potential and the tax impact.