Investment Research Process

Turmoil in the worldwide capital markets has reiterated the need for diligent risk management and executing a disciplined approach to managing investments.

Established in 2002, Ulin & Co. is a boutique independent SEC -Registered Investment Advisor (RIA) and branch office of LPL Financial serving South Florida. Our branch, along with most RIA’s, is positioned to provide you with an objective approach and a consultative (not product) driven process to your wealth management and planning solutions. 

Process.. Process.. Process

Process is not just another word for us, it’s the core of every single phase of our disciplined investment management process, from providing diligent research to ongoing monitoring.

Process helps to keep us disciplined, focused, rational and unemotional, when the rest of the world is not.  Our core maxim is that “performance without process is just luck.”

 Our Investment Research Process

At Ulin & Co. we take a forward-looking and contrarian approach to the stock market and economic cycles. We respond to what the markets are actually doing, while considering where they may be heading.

This process follows along the lines of the great Wayne Gretzky quote to “skate to where the puck is going to be, not where it has been.”

Breaking from the traditional “buy, hold and hope” approach, our strategic portfolios and diversification strategy evolves and adapts to information we continuously gather from global market indicators and our research partners.

Our goal is to keep our fees and process transparent and easy to understand-while providing our clients a selection of sophisticated “all-weather” portfolios that are actively managed to balance risk and return through volatile bull and bear markets. 

 

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When constructing our strategy, our goal is to provide a sophisticated top-down investment decision making process based on the following five key factors:

 

 

1. Economic and Market Research

*Determine current macro-economic and market conditions and opportunities.
*Identify positive investment themes to incorporate and negative trends to avoid.

2. Sector Analysis

*Establish which sectors will perform adequately together based upon these trends.

3. Portfolio Construction

*Design sophisticated strategic model portfolios while incorporating a tactical overlay.  Each model portfolio design integrates specific risk tolerance and tax preference parameters which can then be further assimilated to each clients’ personal investment objectives.

4. Investment Selection

*Independently evaluate and uncover the most appropriate non-proprietary investment vehicles for each sub-category utilizing both active and passive managed investments and securities.

*Provide both qualitative & quantitative analysis of each investment while incorporating the Morningstar Research “Pillars” of (1) Process (2) Performance (3) People (4) Parent and  (5) Price along with a multitude of benchmark comparisons. 

5. Monitoring Entry/ Exit Strategy

*Provide a repeatable investment process and strategy with ongoing tracking and rebalancing parameters. We utilize the latest technical analysis software to enhance investment entry and exit decisions, helping you to capitalize on investment opportunities and also staying on top of economic and market changes.

By working with us to develop a consistent strategy tailored to your goals, you can be confident that your investment plan and wealth management strategy will be designed and managed to help achieve, maintain and protect your life goals, retirement and estate over time.

Call us today at (561) 210-7887 if you have any additional questions on this information or if you would like to set up a complementary consultation and free portfolio risk-analysis.

Read More:

Strategic Wealth Management (Our core service)

About Us (Welcome!)

Working with us (Getting Started)

 

ben g“The underlying principals of sound investing should not alter from decade to decade, but the application of these principles must be adapted to changes in the financial mechanisms & climate.” -Ben Graham

 

Don’t Be Just a Number!

The most significant issue clients have today about their relationship with their Financial Advisor is that they feel like a number. Experience the difference of working with an accredited advisor and experienced  team that truly cares about what matter most to you and your family.  

It’s never too late to take the first step or get a second opinion.  Contact Us today for a complementary investment check-up and we will be in touch shortly.

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Ulin & Co: Modern Investing, Traditional Approach

-National Independent Broker-Dealer? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Boutique by Design? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!

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