Solutions & Services
Portfolio & Investment Management
There are several established principles within North American Management’s investment process that enable us to better serve the unique needs of our clients. These ideas are implemented each day by our skilled and experienced investment team.
Investment policy framework. We favor an approach that begins with each individual, family, or institution setting a specific investment policy. Once the policy framework is established, we structure the investment portfolio keeping in mind important factors including, but not limited to, taxes, legacy holdings, estate planning, liquidity requirements and return objectives.
Risk management. We manage investment risk by continually evaluating long term market cycles, short term economic trends, market sectors, portfolio and individual security risks, together with changes in risk profiles. When appropriate, we use sophisticated financial tools, such as hedging, to manage specific investment and financial risks.
Repeatable, disciplined process. Based on economic and investment analysis, we develop a global economic thesis. Within this structure we allocate among the investable asset classes to achieve an optimal investment portfolio.
Diversification. Many products and investment solutions, such as Exchange Traded Funds (ETFs), Master Limited Partnerships (MLPs), Real Estate Investment Trusts (REITs), commodities, separately managed accounts and hedge funds, can be used to complement equity holdings in investment portfolios. We continually evaluate managers and products to find the best vehicles available for our clients.