When it comes to management of our client’s assets, we at Bolan Capital Management begin with the guiding principle that “one size does not fit all”. Using this as a filter for decision-making, we apply a clear and concise investment philosophy, along with proven investment principles to create a tailored portfolio for each of our clients. We regularly monitor each portfolio to ensure that the risk profile and performance are meeting the clients stated goals.
Our investment philosophy and tailored approach include the following elements:
- A focus on risk management
- A focus on asset allocation and “sub” asset allocation
- A focus on long-term investing wherever appropriate and possible
- A strategic core with an eye on capitalizing on tactical opportunities and
- An emphasis on valuation of equities