Preserve and Enhance Capital
We provide total asset management; delivering attractive returns in both up and down markets which distinguishes us from other wealth management firms. Principal protection, as we meet our clients' investment requirements is crucial to team success.
Our goal is to keep and grow what our clients earn.
Risk Management and Reducing Volatility
Draughn Partners has developed an investment process that demands extensive knowledge of clients, markets and the risk/return characteristics of defined asset classes. Prior to the investment of a single dollar, we engage our clients in a comprehensive interview process. It is important that we understand and embrace our client's goals and priorities first.
We identify and manage risk through the implementation of a defined methodology which historically has provided higher returns given incremental levels of risk. Identifiable client tolerance to risk and to the variability of returns is codified in their investment policy statement.
Asset Allocation Process
The Most Important Decision in Investment Management
Proper drafting of each client's written investment policy statement (IPS) is critical and is the first step in our investment process. This single document is the blueprint for our client's investment program. We view the IPS as the governing document; the score card for managing our client's capital.
Once client tolerances and objectives are adequately identified we implement the investment strategy. Draughn Partners utilizes eight traditional asset classes with additional allocations to pre-screened alternative investments. Systematically we compare the relative value of the defined asset classes and actively allocate our portfolios from what is considered an overvalued asset to those assets that are undervalued within a timely, logical, and unbiased framework.
We believe that a disciplined, dynamic portfolio management structure that identifies relative value among a broad range of asset classes can provide consistent, superior investment performance. As a result, our investment management process addresses three basic decisions of portfolio management - asset allocation, security selection and timing.
