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| At Campbell Newman, our goal is to ensure that your portfolio is well positioned to meet—and exceed—your objectives over time. We achieve this through the implementation of a sound, methodical approach that utilizes customized portfolios, rather than mutual funds or commingled accounts, to meet your investment | policy, tax and legal requirements. Our investment philosophy is based upon the standard that asset allocation is one of the most important factors to investment success. That is why we employ multiple strategies, including growth equity, dividend growth equity, core fixed income, tax-advantaged fixed income and a balanced approach to meet your needs. |
Three
elements distinguish our investment process and help us add value regardless
of market conditions:
1.
A disciplined investment approach.
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A. Our time-tested, four-step investment process begins with a thorough understanding of your investment goals.
B. Once your investment objectives have been established, we build an individualized portfolio based upon an optimal asset allocation designed to help you maximize your returns while controlling risk.
C. Then, we continue to monitor the market for new opportunities.
D. And finally, we rebalance your portfolio on a periodic basis, as your needs change or market conditions warrant.
2. Teamwork. We believe that top performance is not achieved through the efforts of one individual. It takes teamwork and experience. That is why we do not have a "star" money manager at Campbell Newman Asset Management, but rather utilize the collective talents of an investment management team. The Investment Committee, which is composed of portfolio managers and research analysts, is our investment "think-tank." Here, new investment ideas are recommended, existing holdings are reviewed and economic and market trends are monitored. The Security Selection Committee, which is composed of the firm's senior managers, is responsible for establishing overall investment strategy. They make all buy and sell decisions for the portfolios. Each portfolio manager then implements these recommendations while maintaining the flexibility to incorporate any specific needs into your portfolio.
3. Active management. As dedicated, bottom-up stock pickers, our goal is to produce attractive investment results by owning a select group of superior companies. Each stock is carefully selected and regularly evaluated to ensure our clients receive consistency in investment strategy and results.