Our Investment Philosophy

Finding a steward for your life’s savings is a big deal.

At HCR Wealth Advisors, we understand that. Our investment philosophy is grounded in a multi-discipline investment strategy, using both strategic and tactical asset allocation to actively manage the risk in our clients’ portfolios. We do this by individually tailoring each portfolio using a core-satellite approach, a key aspect of our investment philosophy.

Core-Satellite Approach

The Core of the portfolio, an integral part of our core-satellite approach, is built with publicly traded investments like stocks, bonds, mutual funds, and ETFs. Diversification is important, so we diversify the investments across asset classes, sectors, market caps, and more. Allocation of a portfolio in this broadly diversified manner helps reduce risk, so clients can stay invested for the long run and achieve their ultimate financial goals.

The Satellite portion of our approach, emphasizing our core-satellite approach, consists of non-correlated, “alternative” investments. An alternative investment can be non-correlated to the public stock and bond markets, which helps to further diversify the portfolio. Many of these investments trade in the private markets, which are much bigger today than they have ever been. Private investing offers opportunities for investors to access markets with less volatility and better risk-adjusted returns.

All of the above helps us to provide attractive investment options for our clients, while keeping a sharp focus on managing risk and minimizing volatility as part of our core-satellite approach in investment philosophy.

Core Portfolio

Alternative Investments –

Why Invest in Private Markets?