Diversified Investment Strategies
The Commonwealth Group Experience embodies our distinctive, proprietary investment process. While tailored for each client, every strategy aims to mitigate emotional pitfalls and minimize undue risks.
The Discovery Process
Your investment decisions are never made in isolation. We meticulously review and consolidate all your financial data, quantify your goals, and tailor a plan just for you. Whether for individuals, endowments, or retirement plans, our process ensures a thorough understanding of your experiences, desires, and risk tolerances. This initial fiduciary review, the cornerstone of your investment plan, assesses your current position and outlines actionable steps to guide you toward your desired destination.
Strategic Wealth Crafting
Optimal asset allocation is pivotal in achieving goals within set risk parameters.
Crafting Your Investment Blueprint
Our Investment Policy Statement (IPS) evolves with your changing needs, outlining goals, time horizons, costs, duties, risk controls, and more.Â
Monitoring Your Investment Performance
Continuously assessing the performance and ongoing suitability of your investment plan marks the culmination of our investment management process. Our robust monitoring program equips you with the insights needed to evaluate strengths, address weaknesses, and ensure your portfolio stays on course to meet its long-term objectives.
Our Unyielding Commitment
Our unwavering commitment is to generate profits across all market conditions. Preserving capital is paramount, and we tirelessly seek top-performing investment managers in downturns to secure long-term success. We avoid high-risk ventures, focusing on your long-term goals with a disciplined approach to achieve lasting financial success.
Redefining Risk and Reward
A key differentiator in our pursuit of risk/reward goals is the adept integration of non-correlated alternative investments into traditional portfolios. Over his 30-year career, Richard Kesner curated a skilled team dedicated to capital preservation and sustained positive returns. Under Rich's leadership, The Commonwealth Group has allocated over $500 million to independent managers nationwide since 1991.
Unveiling Undiscovered Investment Gems
Our primary goal is achieving client objectives with minimal volatility. We seek emerging managers outside the mainstream, conducting in-depth research with onsite visits to understand their strengths and weaknesses. Our extensive databases cover over 1,500 managers and thousands of products, ensuring unbiased, independent, and successful adherence to our tenet of capital protection and diverse asset allocation.
What We Will Never Do
- Permit emotions to influence our investment decisions.
- Let short-term performance dictate our investment strategy.
- Blindly pursue returns without strategic consideration.
- Base long-term strategies on sensationalism from broadcast journalism.
Investment Management
- Asset Allocation Strategy
- Investment Policy
- Manager Search
- Manager Due Diligence
- Performance Reporting
- Asset Protection
For more information, feel free to get in touch.