Continue to exercise discipline.

Our Strategy

The financial experts at Southesk Gottman employ a smart strategy to maximize earnings in relation to the risks in our clients' portfolios.

Our Approach:

• Index the asset classes with a high likelihood of market outperformance or underperformance historically;
• Manage those asset classes actively that are most likely to outperform;
• Locate and take advantage of special one-time investment possibilities that are unrelated to conventional marketable securities;
• Team up with experts whose talents and knowledge will be beneficial to our clients;
• Continue to exercise discipline. Evaluate, reevaluate, and rebalance;
• Pay close attention to transferring assets to charity or the next generation by seeking guidance on trusts, foundations, insurance options, gifting, and tax minimization.

The world is a lot more difficult now than it was even five or ten years ago. Globalization of portfolios has expanded an investor's options beyond only stocks, bonds, and cash. Today's investors must think about asset classes from around the globe and then choose the best approach to access those asset classes. Investors now more than ever require management that keeps a constant eye on the markets.

In constructing portfolios, we ask ourselves:

• Are interest rates rising or falling?
• Is unemployment rising or falling?
• Is the GDP growing or contracting?
• Is the dollar strengthening or weakening?
• Are trade balances widening or contracting?
• How are consumers behaving?
• Are housing starts increasing or decreasing?
• What is happening to the price of key commodities like oil?
• Are there political risks and concerns hanging over the markets?

The Southesk Gottman team provides our client connections with well over 150 years of total market experience. We have personally experienced every type of market climate, and we apply the information we have acquired along the way to every customer relationship.

Our Process

Our process starts with our Investment Committee. The members of the Investment Committee, who are overseen by the founding members of Southesk Gottman, are directly in charge of your portfolio's strategy, securities selection, and development. Hands-on, partner-level involvement is a major advantage of selecting a company like Southesk Gottman. Relationship Managers, who in turn communicate portfolio decisions to customers and provide real-time performance reporting, work directly with our Investment Committee.

Finally, all of our clients will receive the utmost care and satisfaction from our client service, marketing, and operations teams. They meticulously handle each request with precision and efficiency. Let us demonstrate the impact this strategy can have on your bottom line.