INVESTMENT MANAGEMENT.
SIMPLIFIED.
Put your client on the simplest, most direct path toward achieving their goals.
Why Straightway
At Straightway, it’s about discipline, flexibility, and clarity.
Discipline
Behavioral finance studies have proved that emotions can hurt investment returns and can amplify risk. At Straightway, a disciplined approach that combines fundamental analysis, technical analysis, economic analysis, and risk analysis keeps emotions in check and wide speculation “from the gut” out of the calculation and out of the process.
Flexibility
Investment strategies should be flexible and adaptive, based on market and economic conditions and risk levels. A buy and hold strategy doesn’t always work just as a market-timing strategy doesn’t always work. An approach that uses multiple disciplines and that is flexible to changes in economic or market trends can lower risk while preserving much of the upside.
Clarity
When markets go haywire, we will always know exactly how investments are positioned. It is clear and transparent. There is no guessing or black-box based on dozens of algorithms or artificial intelligence. The philosophy at Straightway is simple, we like to take risk only when it is rewarded and reduce risk when it is not rewarded. We believe that winning by not losing is just as important as winning when the markets are surging.
What We Offer Advisors
• Outsourced Chief Investment Officer (OCIO)
• Access to Adaptive Beta Models
• Investment Committee Meetings
• Scalable & Custom-Built Model Portfolios
• Individual Security Research & Trade Recommendations
• Asset Allocation & Optimization
• Risk Monitoring & Scoring
• Investment Due Diligence
• Client Commentary
