At Deep Think Investments (DTI), we believe our disciplined investing approach and our distinctive client centric philosophy help to set us apart.
We construct investment portfolios with a mix of equities, bonds, and other investments based on the client’s risk tolerance, time horizon, and investment objectives. Portfolios are tailored to meet the goals of each individual client. Asset Allocation balances risk and reward by investing a portion of a portfolio’s assets in a diversified range and mix of securities. We always recommend the most appropriate , most cost-efficient products and solutions—and those that do not help our clients reach their goals.
We offer investments in the following:
A written Investment Policy Statement is developed and agreed to, for clients based on their individual goals, risk and time horizon.
We allocate assets to achieve diversification in targeting the expected returns. We may also assign percentages to various asset classes, including stocks, bonds, cash and alternative investments, based on an acceptable range of volatility for the portfolio. The asset allocation strategy is based on a snapshot of the client’s current situation and goals and is usually adjusted as life changes occur. For example, the closer a client gets to his or her retirement target date, the more the allocation may change to reflect less tolerance for volatility and risk. Portfolio Rebalancing is made usually on a quarterly basis to maintain the portfolio’s originally constructed level of risk versus reward.
We report investment performance at regular intervals, typically quarterly, and to review the portfolio plan annually. Once a year, the investor’s situation and goals get a review to determine if there have been any significant changes.
The success of any Investment Management hinges on investment results: Too little growth—or too much volatility—and clients can fall short of their most important goals. Strategy of selling investments that have reached their targets, and buying investments that offer greater upside potential is adopted per client’s investment profile.
DTI's investment approach is designed to ensure consistent growth with low volatility. Through our growth-and-income style, we aim to capture total returns that help our clients beat inflation and reach their objectives.
Limiting the tax liabilities arising from investments can help our clients reach their goals more quickly and efficiently. At DTI, we provide clients with relevant tax-management strategies to minimize the tax burden from the investments.
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