Investment Philosophy

How We Invest…

Because we believe every investor is unique, we build diversified investment portfolios that are customized to fit both your risk tolerance and your unique investment objectives. We adhere to a Core-Satellite approach that uses both Passive and Active investment management. We utilize individual stocks and bonds, exchange traded funds(ETF’s), and mutual funds. In general, the advisors at Matador Financial use the same investment process for our own investments as we do for our clients.

Core


Passive Management: The client and the Matador advisor first agree upon the risk profile of client, and then allocate investments appropriately for the Core portfolio. Each risk profile has its own pre-established asset allocation.
The investments are allocated across Exchange Traded Funds (ETF’s), which follow an underlying index. The ratio between these indexes will differ based on the client’s risk profile. The portfolio is passively managed, meaning that we invest in accordance with a pre-determined strategic asset allocation.
Rebalancing: Quarterly
Risk Profiles: Conservative or Moderate or Aggressive

Satellite


Active Management: The client and the Matador advisor first agree upon the client’s investment objectives, and allocate investments appropriately for the Satellite portfolio. Each objective profile has its own pre-established asset allocation.
The investments are allocated across several asset classes including equities, fixed income, and alternative investments. Using a tactical approach, the client’s investment objective will direct the tactical asset allocation that will be deployed in conjunction with the Core portion of portfolio.
Rebalancing: Quarterly
Objective Profiles: Growth or Income

 

Core/Satellite Investment Profiles

Risk Profiles

CONSERVATIVE

MODERATE

AGGRESSIVE

Objective Profiles

Growth
Income

Growth
Income

Growth
Income

  • Every client should discuss with a Matador Financial representative to determine his or her suitable asset allocation model.
  • All investments involve risks of varying degrees. Every investment strategy has the potential for profit or loss.

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