Portfolio Customization
At Oarsman Capital, we believe an essential element of investment success is understanding each client’s unique circumstances. At the outset of each relationship, we take particular care in helping our client articulate his or her investment objectives, preferences and constraints. Armed with that understanding, we then construct an investment portfolio tailored to meet the client’s needs through a wide range of economic and market environments.
- Each Oarsman Capital portfolio is customized to reflect the client’s unique investment objectives, preferences and constraints. Advanced guidelines, developed in-house at Oarsman, help our clients determine an optimal asset allocation.
- The core equity portfolio typically holds between 40 and 50 individual common stocks. We enhance the performance potential of the overall portfolio by adding complementary investments, such as international, small-cap and emerging market ETFs (exchange-traded funds). Balanced portfolios hold a similar number of stocks coupled with ETFs, plus four to ten high-quality (AA average credit rating) bonds.
- Ownership of individual securities means always knowing what you own. It also allows Oarsman portfolios to accommodate individual client preferences to include or exclude securities of a specific issuer or industry.
- Tax-efficient management ensures that all securities are purchased with a long-term perspective. Annual portfolio turnover averages less than 25%, and extra care is taken to optimize after-tax performance by matching realized gains with losses when available.