The Investment Research Committee at NCA Financial Planners is an investment advisor research group comprised of 12 members. It is organizationally divided into two teams charged with researching economic and market trends within their designated focus. These concentrations include domestic equity, taxable bonds, international equity, tax-free bonds, alternative investments and opportunistic thinking.
Each sub-committee then utilizes the resulting macro data to guide their search for specific investment recommendations to be included in client portfolios. The starting point for investment selection is a diversified investment universe which is then filtered to uncover those investments which provide the best risk-adjusted performance as measured by a number of important factors. Final selections are influenced by clients’ goals and our belief that consistency of return is as important as rate of return. Recommendations are then continually monitored against a set of defined criteria.
In addition to providing investment recommendations for inclusion in clients’ portfolios, the Investment Research Committee supplies research and data points to support our quarterly conference call updates for clients and friends of the firm.
At NCA Financial Planners, our goal is to be the trusted investment advisors for our clients. If you have any questions regarding the Investment Research Committee, please contact your advisor.