Can there be a Purposeful Approach to Portfolio Management?
Our goal is to be purposely invested when market conditions are favorable and to protect capital when market conditions are unfavorable. If we are able to protect assets from the ravages of a declining market we are able to taker a fuller position in the increase of a favorable market.
“Preserve and Grow with Integrity” is Integrity Investors core money management philosophy.
– Matthew 10:16
The Portfolio Management Process
Our president, Mark Minnella, has drawn much of his inspiration for investment management from the Bible, often quoting Matthew 10:16 as a guideline for the multidiscipline approach of Integrity Investors money management programs.
The Greek word for “wise” in that vese is the word “phronimos”, meaning prudent, mindful of ones interest. The word “harmless” is the Greek word “akeraios”, meaning without a mixture of evil, free from guile, innocent, simple.
According to Mark, “If we are only harmless as a dove we may very well get eaten alive by the wolves of the world. If we are only wise as a serpent then we may end up hurting others. The key Mark finds in these verses is to embrace both in our lives. We need the tools and wisdom to understand how money works, to develop a portfolio, to manage investments that correlate with our objectives, personality, and time horizons. This utilization of worldly knowledge, understanding how money works, is the “being wise as a serpent” part of the formula.”
The Prudence of Portfolio Management
We also need to be aware of the impact our investments have in our lives and the lives of others. By be conscious of what we are participating in and supporting with our investment dollars we can choose the investment products that don’t compromise our personal beliefs, that don’t’ harm others. Utilizing care and compassion is the “being harmless as a dove” part of the formula.
When you invest with Integrity Investors, LLC., your money works to achieve two distinct yet highly compatible objectives.
- Financial Objective – First your money can work towards achieving your personal financial objective such as creating a secure and comfortable future for yourself, caring for and educating your family, and all important financial objectives you may have.
- Core Belief Objective – Helping you align your investments with your core beliefs by minimizing the funding of companies that profit from or promote activities that are contrary to your values.
Integrity’s BRI based approach to investing helps your money perform both tasks without compromise. We begin by analyzing the broad stock market to determine whether we should be on offense or defense. We then use our asset class ans sector indicates to determine which economic sectors ans assets classes have favored status. With this information we refine our choice of potential investments by selecting only those that are fundamentally sound from the inventory created. Finally, we analyze this inventory om a technical basis to determine which look to have the strongest technical attributes including positive momentum, relative strength, and positive trend.
We believe the use of technical and fundamental analysis in the development and management of your portfolio gives you the benefit of the best of both worlds. Fundamental analysis is used to identify strong companies. It tells us WHAT to buy. Technical analysis is just as important, identifying buy and sell opportunities. It tells us WHEN to buy and when to sell. Using only one without the other is like playing the piano with just one hand; with both hands on the piano you can create much better music.