Overview and Process
The DBF Equity Strategies are defined by our clients’ needs. We help our clients understand, quantify, and articulate the returns they require and the risks they are willing and able to accept. Our experienced and highly qualified team of investment professionals dedicate themselves to maximizing the performance of client portfolios with a minimal level of volatility. We believe diversification is best accomplished by investing in a combination of independent securities and exchange traded funds representing a variety of asset classes globally.
The management process begins with a broad, top-down analysis of the global economy. Our analysis allows us to weight each portfolio within the regions and sectors we believe will experience the fastest growth. We then select growth stocks that are generating high quality earnings and strong, reliable cash flows from our favored sectors. Our investment in exchange traded funds allows us to achieve broad diversification in a variety of sectors around the world. Furthermore, an appropriate allocation to income-generating bonds is assigned to meet the volatility needs of each client.
Equity Strategies: DBF Diversified Core DBF Passive Core DBF Balanced