Our Portfolio Allocation Theory
Bluemont Capital Advisors, LLC concentrates on helping clients meet their financial
goals by achieving solid long term investment results along with prudent risk reduction.
This is achieved by using a highly diversified, global, multi-asset class strategy based upon
Modern Portfolio Theory (MPT). Further, it is our belief that this is enhanced using a
combination of top down economic and market analysis followed by bottom up security
selection. By strategically including a wide variety of asset classes from around the globe
and tactically varying the exposure to these markets where we see opportunity and risks,
clients can own portfolios that provide a solid trade off of risk and return.
Diversification
is important to reducing the risk of the portfolio and can also increase the long term
potential gain. At Bluemont we try to maintain exposure to as many asset classes as
possible based on the availability of investment products for our clients’ accounts. The
portfolios incorporate equities (both US and International), fixed income (both US and
International), real estate, and alternative investments. As an independent advisor, we
have access to a variety of investment vehicles, and as such we use a mix of individual
securities, ETFs and mutual funds.
Bluemont Capital Advisors, LLC our client portfolios
are driven by asset allocation and security selection that strive for:
Therefore all our portfolios strive for:
• Low Correlation – assets are selected based on the independence of asset price
movement to equities to help decrease volatility with the goal of providing absolute
return.
• Strategic allocation across both efficient (exchange traded) and inefficient
(over-the-counter and private) global markets to benefit from diversification and
low correlation.
• Tactical management to help alleviate risk while adjusting to changing world
economic and investment conditions to increase the likelihood of meeting our
client’s goals..