Services
Our Process
Our Investment Approach
Our Investment Approach
.Aldemar Research Corporation utilizes a multi-stage approach to Investment Advising.
The process begins with a thorough and intensive client interview and vetting. We do not do business with everyone. Next a profile is established, incorporating elements of the client's current and expected future personal needs and their professional situation.
Once a clear picture of the client's financial status emerges, a broad investment plan is established, taking into account future cash-flows, discounted by interest rates and inflation. Generally, this provides an asset allocation strategy for the client's entire holdings, which clients often use well-beyond the scope of Aldemar's custodial accounts
Our Investment Approach
Our Investment Approach
Our Investment Approach
Specific investment recommendations are reviewed in two stages. The macro-environment is examined. In general terms, this is an overview of current and expected economic and profit growth ( domestic and international), with expected interest rate, currency, monetary& fiscal policies, and inflation trends. Individual investments (equities, eta's, bonds, funds)are selected using fundamental bottom-up analysis within the broader macro-economic environment. Using proprietary methodologies and algorithms (along with old-fashioned tape-reading), Aldemar creates a universe of investment ideas. When the client's risk profile and liquidity meets those criteria, investments are made, always within the confine of the client's risk-profile.