Nauset Wealth Management

Registered Investment Advisor

• About Nauset
• Contact Us
• Login:

1. Wealth Management Services
2. Investment Approach
3. Fee Structure
4. Nauset Information Center

The Nauset Process

• Personal Investment Policy
  • The first step is to discuss your specific investment objectives, time horizon, and risk parameters. We work together to establish your goals, a time horizon for each goal and your tolerance for risk. We also discuss portfolio restrictions (such as the types of stocks you may wish to avoid), tax implications, account access, reporting and other items.
  • This investment discussion provides the foundation for the Personal Investment Policy, a signed agreement that defines the guidelines that we will use to manage your investment portfolio.
• Sector Focus Portfolio Management
  • Our investment approach is called Sector Focus Portfolio Management. It is a sector-driven investment style within a sophisticated diversification strategy.
  • We overweight specific sector opportunities that we believe will increase long-term performance, while minimizing risk through diversification and underweighting less attractive sectors.
  • We also utilize risk-appropriate alternative investments, such as currency, commodities and real estate, to provide additional diversification using non-traditional assets.
  • Although our asset allocation is primarily sector driven, we also track and manage portfolio diversification in stock cap size, growth/value stock tilt and U.S./international stock split to add another level of risk control.

Consistent with wealth management principles, our goal is not simply to provide excellent returns, but to construct and manage portfolios to generate returns that meet client goals within appropriate risk parameters. We manage portfolios with "target annual return" objectives based on historical returns, which are set in each client's Personal Investment Policy. We report total returns after all fees against a customized benchmark developed from components that comprise the "target annual return."

In summary, at Nauset, we work with you to set your investment goals, then work toward those goals by managing your portfolio according to your parameters, and regularly report our results to you.