Asset Management: Fact / Logic Based Portfolios

Rumors and fads are for speculation - not core investment strategy.

Sound, logical advice and asset allocation investment strategies based on Modern Portfolio Theory form the basis for Open Range's investment philosophy. Together, we avoid emotional, short-term investments.

Each client is helped to develop an Investment Policy Statement based on their needs, appetite for risk, and long-term objectives. This Statement is designed to form the ground rules for investment recommendations.

  • By supporting a diversified portfolio that provides a balance of asset classes to meet overall objectives, you may experience less volatility than the major market indices and still achieve your long-term objectives. Fortunately, this can lead to a high satisfaction ranking as clients feel more comfortable their long term goals and objectives will be met.