Gerstein Fisher’s approach to investing is grounded in reality: the reality of our clients’ circumstances, objectives, and constraints; the reality of the markets today; and the reality that we can’t predict where markets will go tomorrow, next year, or 10 years from now. Our portfolios are constructed not based on "hunches" or guesses at the direction of the market, segments of the market, or individual securities, but rather on a factor-driven methodology rooted in sound, time-tested economic theory.
Our approach to building thoughtfully engineered, well-diversified portfolios is:
Personalized: Every portfolio starts with an individual and his or her specific objectives, circumstances, and tolerance for risk, or with the needs and goals of an institution. After a thorough exploration of your total financial situation, we will design a tailored investment strategy that will serve as your financial blueprint.
Prudent: Academic research has shown that there is a better way to invest over longer periods of time than trying to guess at market tops and bottoms or pick tomorrow's hottest funds or stocks. Thoughtful asset allocation and portfolio engineering. Disciplined rebalancing. Attention to transaction costs and taxes. These are all components of our patient and prudent approach.
Proactive: Gerstein Fisher constantly seeks out new ways to add value to client portfolios. Whether it's positioning them to benefit from changing economic conditions or using creative trading strategies to reduce expenses, we are proactive in our pursuit of results.