CONSULTING SERVICES
Capital markets analysis and economic insight informs the asset strategies and investment management services.
Your needs come first. Alfstad Capital strive to foster long-term relationships bringing decades of independent investment experience and devote time and care to your unique situation.
Investment Management Services Include:
- Risk Management
- Board Presentations
- Portfolio Analytics
The advancing science of capital markets provides the investor with an increased recognition of the risks in the markets. As a Registered Representative and Investment Adviser Representative of Commonwealth, I respond by continually crafting my independent investment services and asset strategies that identify, quantify, and mitigate the risks inherent to portfolio management activities for both institutional and individual clients.
For institutional investors we offer either a complete fee-based portfolio management relationship or a consultative transactional relationship. In either situation, we work together to craft a strategy within a clearly defined set of portfolio return goals and comparative index approaches.
Institutional fixed income investing is a specialty niche unto itself. Regulatory restrictions often set the parameters of what is and is not permissible for a portfolio manager. In addition, investment portfolio policies play a critical role in the determination of the market risk, credit risk, and concentration of capital risks that the portfolio and its manager can assume. Frequently a portfolio may be managed against an index that only marginally applies to it, with only a few shared features between the two. The investment management services Alfstad Capital offers through Commonwealth aim to help you avoid many of these common pitfalls.