Due Diligence

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Investment Philosophy

Today’s world demands a global investment focus.  Successful investing requires a balance between reward and risk.

During normal market conditions, we favor high quality companies, which we define as those with competitive advantages in their markets and a history of strong financial & operational performance.  In addition, we look for individual securities that show consistent earnings growth, while being valuable relative to their peers.

Our philosophy is to select individual securities while utilizing ETFs*, to support areas we believe benefit from additional diversification, or when low liquidity is present in smaller markets around the world.

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The Investment Team is comprised of disciplined and tenured individuals with significant experience managing global portfolios for both individual and institutional investors.  The unique experiences of each member on our investment team shape our philosophy of investing. Meet the Team.

 
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Investment Process

 

Flexible

We invest in both growth and value securities - shifting when appropriate - to navigate financial markets through time and cycles.  CIP’s investment strategies embrace both active and passive management. 

Our portfolios are mindfully crafted for five different investment objectives.  Through time, your objectives may change, and our approach may too.

Asset Tactical Weights

Equity

Equity Emphasis

Balanced

Fixed Income Emphasis

Fixed Income

 
Objective Cash Fixed Income Equity Alternatives
Equity 0-20% 0-20% 60-100% 0-20%
Equity Emphasis 0-20% 0-40% 50-90% 0-20%
Balanced 0-20% 20-60% 30-70% 0-20%
Fixed Income Emphasis 0-20% 50-90% 0-40% 0-20%
Fixed Income 0-20% 60-100% 0-20% 0-20%
 

Investment Strategies

We manage a variety of strategies to meet the unique needs of the financial advisors with work with and clients we serve.

Equities Fixed Income Alternative Assets
Typical % of Portfolio 50-65% 25-40% 0-10%
Purpose Growth and Income Diversification, Safety and Income Diversification and Income
Investments US Large Cap
US Small/Mid-Cap
INTL Large Cap
INTL Small/Mid-Cap
US Government
US Corporate, International
US Preferred Stock
US Real Estate
INTL Real Estate
Global Infrastructure
Others
Primary Investment Vehicle Individual Stocks Exchange Traded Funds (ETFs) Exchange Traded Funds (ETFs)
Value Add Asset Allocation
Portfolio Construction
Security Selection
Asset Allocation
Portfolio Construction
Asset Allocation
Portfolio Construction
 

Invested alongside our clients

A core belief of our firm is for employees to have an owner’s mindset and work ethic.  Included with that belief is choosing to have a meaningful portion of our own net worth invested, using the same strategies as our clients.

 

GIPS® – Global Investment Performance Standards

The Global Investment Performance Standards are a comprehensive set of voluntary principles for investment firms around the world to follow.  Our firm strongly believes in the importance of the transparency and fair representation of our investment performance results to our clients and financial advisors we work alongside.

Capital Insight Partners** claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified.  Please contact us to obtain a compliant presentation and/or a list of CIP composite descriptions.

Available Platforms

 

*Diversified funds may be used in lieu of individual securities when appropriate diversification may not be achieved either by account size or restriction.

**Capital Insight Partners, LLC ("CIP") is a registered investment adviser with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940.