“An investment in knowledge pays the best interest.” – Benjamin Franklin________________________________________________________________________________________________________________________________ Successful investment portfolios contain several critical components: a disciplined investment philosophy, world-class fundamental research, rigorous risk management and a diversified investment offering. These are the hallmarks of Addison Capital.
• Consistent, risk-adjusted results. Our experienced investment professionals adhere to a deep-rooted and regimented investment processes. This is accomplished through methodical security analysis and risk management tools which achieve consistent results.
• Client-focused innovative solutions. We take the time to understand our clients’ specific needs. Our diversified set of investment capabilities and our ability to tailor investment solutions enables us to respond to those needs.
• Unparalleled risk management. Risk management is the cornerstone to our client’s portfolios. We believe that understanding and managing risk is paramount to investment success. We have backed up this assurance by building a proprietary, state-of-the art risk management system.
• Asset Allocation. Addison Capital delivers a dynamic investment strategy through an ever-changing asset allocation of active and passive investment vehicles. As a global macro top-down focused manager, Addison Capital employs a conservative value approach to the management of portfolios. Portfolio construction is driven by asset allocation. Asset allocation models are created based upon an individual’s risk profile and risk tolerance level. For more information on asset allocation click here.________________________________________________________________________________________________________________________________
Addison Capital provides global wealth & asset management services to high net worth individuals and institutions. We work closely with our clients in order to tailor a comprehensive approach to the management, growth and preservation of assets, not only for their lifetime, but for generations to come. Our portfolio managers boast an average of over 30 years experience, along with the honor of being rated a five star Morningstar and Lipper rated: Total Return, Preservation and Consistency Manager. Addison Capital’s investment success and reputation has resulted in long-standing client relationships and national recognition.