Institutional-Grade Investment Strategies
for the individual client
PHILOSOPHY
Ades Investment Counsel develops, manages and monitors personalized investment strategies for our clients. We handle all phases of the process, from initial portfolio planning and account setup to trading, rebalancing and performance reporting.
We invest your assets using a disciplined, structured approach rooted in decades of evolving research proven in the real world. Our customary starting point is a diversified portfolio with thousands of securities from the United States and around the world. Diversification, across different counties, currencies, industries and individual companies, is one of the surest, most effective ways to reduce risk for a given level of desired return. In portfolio development, we use it to expand growth opportunities while managing risk.
Our strategies also employ multifactor investing. Multifactor investing combines the latest advancements in academic research with compelling historical evidence to explore sources of additional return or to reduce overall portfolio risk. By adjusting exposure to certain factors such as company size (small or large), relative price (cheap vs. expensive companies), profitability and price momentum (capitalizing on recent price trends), we can design a portfolio around a client's personal risk and return preferences.
Many of our concepts are grounded in research conducted by industry luminaries Eugene Fama and Kenneth French. Eugene Fama is a professor at the University of Chicago and won the Nobel Prize in Economic Sciences in 2013 for his work in efficient markets. His colleague Kenneth French is a professor at Dartmouth College, who is credited alongside Professor Fama for introducing the three-factor model. Fama and French are noted for leading modern thought away from traditional market timing and security selection to the multifactor approach we've outlined above.
PROCESS
Our investment process begins by developing a complete understanding of your lifetime financial goals and building a comprehensive, thoughtfully structured strategy around those goals.
Our strategies adhere to the following fundamental principles:
- Minimize investment costs and turnover wherever possible.
- Integrate tax management in all phases of the investment process to help build wealth faster.
- Remain disciplined and steady in difficult markets.
- Diversify globally to reduce risk and smooth out some of the extremes.
- Employ a carefully constructed mix of investment baskets with a total portfolio return in mind.
- Incorporate the latest developments in financial research and employ those ideas when their application in real-worldinvestment solutions is proven.
Leveraging years of compelling research and decades of time-tested data, we help build your wealth over time by designing, implementing and monitoring a cost efficient investment strategy intended to maximize return and minimize risk everywhere possible.