Our investment method can be best referred to as a Balanced investment global value. Balanced, since it involves combining equities, fixed income and cash assets. Global, because it includes international securities. And Value has to do with an equity selection process which emulates the traditional approach, focusing on top-of-the-line firms valued accurately according to earnings and book values.
Professional and up-to-date systems are used to monitor client portfolios, allowing The Asquith Group to monitor any significant changes in client holdings. Focus is made on any corporate development that may negatively affect the company's financial status. We adhere to the principle that price/earning level fluctuations signify an overvalued equity. Quality and valuation changes often point to the direction of selling a stock. Moreover, we recommend that mutual funds, exchange traded funds, and closed-end funds be considered as niche investment options, especially when they are appropriate for the client concerned.