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Investment Management

Evanston Advisors Portfolio Managers use a strategic asset allocation model that is tailored to fit your needs. Asset allocation is the process of spreading assets among multiple asset classes, such as stocks, bonds, cash, and non-traditional assets.

It also involves the periodic rebalancing of that allocation to capitalize on changing market and economic conditions or to help protect your assets. Rebalancing your allocation is a necessary part of successful long-term investing, because it ensures your portfolio best reflects your personal situation at a given point in time. 

Portfolio Allocations

 Portfolio Allocations

 
Portfolio Construction 

Evanston Advisors Portfolio Managers construct client portfolios using a variety of individual securities and investment vehicles. Specific investments are chosen for each asset class via our proprietary selection models and rigorous due diligence procedures. 

Core Equities are the stocks of 25-35 companies selected by Evanston Advisors Portfolio Managers with the objective of providing compelling risk-adjusted returns. A robust risk management overlay ensures reasonable diversification among individual stocks. 

Aggressive Equities are the stocks of 8-12 companies, often smaller in size on average than the typical "Core Equity" position. These stocks tend to demonstrate higher growth rates, higher levels of price momentum and offer the possibility for enhanced returns relative to "Core Equities" by virtue of assuming more risk.

Investment Grade Bonds provide a measure of consistent portfolio income via regular interest payments and serve as a risk-reduction agent in the context of a diversified portfolio. Generally, Investment Grade Bonds demonstrate lower levels of both return and risk relative to equities.

Commodities are physical assets that have value and uses, in and of themselves, generally as raw material inputs into production processes or as alternative stores of value. They serve as a source of portfolio diversification as we seek exposure to precious metals, industrial metals, agricultural products, and energy products. 

International Equities represent companies that are domiciled outside of the U.S., in countries that are generally deemed to be "developed", meaning they have established governmental and legal structures that are reliable and consistent in their routine functioning. With increased globalization in recent decades, it has become increasingly critical for diversified portfolios to seek opportunities around the globe, beyond the borders of one's own home country. 

Emerging Markets Equities are investments in less mature economies that are undergoing rapid growth, and oftentimes, dramatic socio-political changes. These investments provide yet another source of portfolio diversification, and are generally characterized as higher risk and higher return potential vehicles. The countries scrutinized for Emerging Markets investments are generally located in the emerging economies in Asia, Eastern Europe, Central/South America, and Africa.