Our Investment Process
A strategy revolving around you and suited to your needs.
OUR APPROACH TO INVESTING
OUR APPROACH TO INVESTINGOur approach to investment management employs a blend of internal, proprietary investment portfolios managed by our team of professionals, as well as externally sourced investment solutions to compliment a clients target allocation. It is this mix of capabilities that allows us to access the best solution on behalf of clients.
We believe this approach offers us the best of both worlds in high caliber separately managed accounts, and industry leading capabilities in the mutual fund and exchange traded fund space to maximize the growth and protective features of client portfolios. This unbiased approach guides us to the best investment solution to meet the unique needs of investors in a demanding and ever-changing market environment.
Our ultimate objective is to deliver upon a disciplined investment philosophy and create custom solutions to help clients grow the wealth they have worked so hard to accumulate, and importantly, protect that wealth in volatile and erratic market conditions.
VIEW THE BROCHURE
Engaging with a client to manage their wealth is a deeply personal matter. Whether it is a $25 million-dollar client, or a $100,000 client. Trust is the foundation and basis for that relationship and we take our role as a trusted fiduciary very seriously. At the end of the day, it is all about delivering unbiased and actionable investment advice to our valued clients.
Todd Bulot - Practice Director, Asset Management
ABOUT LEVEL FOUR ASSET MANAGEMENT
Our process has been honed and developed over the years, and with our team of investment professionals working diligently on behalf of our clients, we are confident that we can structure an investment solution to accommodate a range of investment mandates.
INVESTMENT SOLUTIONS
Today’s market complexity and volatility demand specialized attention and a holistic approach to investment management. Our comprehensive investment process is employed to manage multiple equity and asset allocation portfolios, as well as customized portfolio solutions on behalf of institutions, endowments, foundations, and high net-worth individuals.
EQUITY PORTFOLIOS
- US Large Cap Growth
- US Large Cap Value
- International ADR
- MLP
- REIT
ASSET ALLOCATION PORTFOLIOS
- Income & Preservation
- Income & Growth
- Growth & Income
- Growth
- Aggresive Growth
DIGITAL ADVISOR
We now offer a digital investment advisory solution available 24/7.
- Lower Fees
- 24/7 Account Access
- Meaningful performance reporting
THE TEAM APPROACH
We employ a team approach in managing client portfolios and the portfolio management team is formally referred to as the Investment Committee. The Investment Committee is responsible for security selection and portfolio construction within the confines of our investment process and in accordance with the client’s investment objectives and guidelines.
Our approach combines the expertise of dedicated portfolio management professionals with decades of experience managing assets across the client spectrum. This team-approach to management helps to ensure that clients receive truly comprehensive advice and solutions for their unique objectives.
The investment process that we have in place, rooted in a science and research, is disciplined and repeatable and is supported by extensive research tools and access to proprietary and street information to identify securities possessing superior financial characteristics.
Todd M. Bulot
Practice Director
Lal Echterhoff, CFA®
Portfolio Manager & Wealth Advisor
Charles R. “Ray” Shimer III, CFA®
Portfolio Manager & Wealth Advisor
Michael Xirinachs
Trading & Portfolio Management Associate