Strategically Engineered Portfolio Program (SEPP)
At Oliver Capital Management, we pride ourselves on achieving the following four advantages for our Private Clients:
- Enhanced Performance / Return (Relative to applicable benchmark)
- Decreased Risk
- Lower overall expenses associated with the management of assets
- World Class Service
We believe these are the criteria upon which we should be compared. These four benchmarks will always be our focus and the foundation upon which we base our decisions.
So how do we achieve this consistently, year after year? Our answer is the "Strategically Engineered Portfolio Program (SEPP)"
What should you expect as a result of employing the Strategically Engineered Portfolio Program (SEPP):
- Out-performance of the market as a whole (i.e. The Russell 3000 which encompasses 98% of the entire US market capitalization) due to:
- Proper Asset Allocation (proven to be responsible for up to 90%+ of a portfolios return, versus individual stock selection, etc.)
- Systematic annual re-balancing of the portfolio back to the original benchmark percentages in January of each year (vs. quarterly or yearly)
- Adding 10% of the portfolio value to the worst performing sector of the economy for the trailing 12 months every January (i.e. Financial, Consumer Staples, Energy, Utilities, Telecommunications, etc.)
- Minimize risk in client portfolios without sacrificing return (as shown by a lower standard deviation and greater return than the Russell 3000 from 04/1997 to 10/2003)
- Greater overall Tax Efficiency due to lower portfolio turnover
- Ability to mitigate capital gains tax by selling losers to offset gains
- Simplification (i.e. one account to track/manage)
- Substantially lower cost / expenses associated with the Strategically Engineered Portfolio (SEPP)
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