All of our client portfolios are based on models that are constructed
by Holyk Doran Wealth Management’s investment committee. Simon, Bryan,
Berent and Andrew are all licensed PM’s and are constantly engaged in
discussion about developments in all markets and associated outcomes.
When an idea is presented, it is filtered through a number of
internal and external screens and the final investment decision is not
confirmed until every member of the investment committee approves the transaction.
This committee approach is common in institutional setting, but it
is rare for individual investors to have access to this level of resources.
Our investment committee’s philosophy is to ensure proper
diversification and focus on not just “returns”, but “risk adjusted
returns” - Maximize the upside of the portfolios in the context of
limiting the downside. This is an important distinction about they way
we approach investing.