Balanced

We provide our clients with investment strategies that focus on value, stability and growth.  Gripman Investment Advisors seeks to gain recognition as one of the premier firms to offer lower volatility focused multi asset portfolio management.

the Gripman Advantage

 

  1. Our strategy attempts to exclude the biggest risks of capital loss from each asset class to truly be an investment bridge between equities and fixed income
  2. We aim to provide certainty in strategy.  The fund will be managed in efforts to not surprise the advisor or their clients and strive to provide a ballast to any portfolio 
  3. We believe our firms nimble size and specific investment focus will help navigate the market ahead


Most "Balanced" strategies in the market today still manage assets through individual silo's (i.e. equity, fixed), and simply group them together to create a traditional "Balanced" portfolio.  Some Asset Managers have separate teams that may even be located in different locations.  Other funds manage through a fund of funds format that result in higher fees.  Gripman manages up and down the capital structure with a focus on underlying cash flows of each security.  We have created a system to comparatively analyze and compare assets across multiple classes.  This holistic research approach allows us to build a truly balanced portfolio.


Most "Balanced' strategies allocate capital dependent on benchmark indices that could remain invested in assets that could eventually default and suffer permanent capital loss.  Gripman attempts to avoid permanent capital loss on a security level, but also seeks to avoid the most risky portion of each asset class.  The result we believe is to create a safer and more stable investment portfolio.


​Proof of Our Advantage - 2016 standard deviation (measure of risk) has averaged just under 4 and total return is in-line with most equity index returns.  Those equity index funds have an average standard deviation of more than three times or more as compared to our strategy.  As a result, our Sharpe Ratio for 2016 is 2.9 and Jensen Alpha is 7.75.

The Problem with Low Vol Stock Funds 

​We target a lower volatility and reduce risk by limiting or excluding risker assets such as growth stocks or long duration fixed income.

Don't just rely on correlations to help you manage risk.

By managing risk on at an individual security level we avoid risk parity issues.

In The News

Puerto Rico Opportunities Article 

​Gripman Portfolio Manager, Tim Bond, was interviewed about his views on Puerto Rican Bonds.