OUR MISSION
We strive to achieve maximum portfolio returns while minimizing risks. We accomplish these goals through actively adapting to ever-changing market conditions, diversifying among fundamentally sound assets, and using derivatives to manage risks and enhance performance. We use top-down market analysis to identify investment opportunities in both domestic and international markets.
FACTORS CONSIDERED IN INVESTMENT EVALUATION
- Global and domestic market environment
- Sector analysis
- Fundamental and technical analysis
- Market momentum
TOOLS USED IN RISK MANAGEMENT
- Invest in fundamentally undervalued assets
- Achieve low correlation among portfolio holdings
- Allocate a portion of funds to fixed income holdings
- Utilize options to hedge downside risk and enhance performance
- Engage in short term opportunistic trades
INVESTMENT TYPES
The types of investments that Clutch Capital utilizes for client portfolios are:
- Certificates of Deposit
- Exchange Traded Funds
- Municipal Securities
- Mutual Funds
- Equity Securities *
- Corporate Debt Securities**
- Options Contracts on Securities
- United States Government Securities
*exchange-listed securities, securities traded over-the-counter, foreign issuers
**other than commercial paper
Brokerage products and Custodial services offered by Interactive Brokers, LLC - Member FINRA and SIPC.
©2024 Clutch Capital Management, LLC