Analysis of current and expected domestic and international economic fundamentals furnishes the basis for asset allocation and industry selection. Once we identify favorable industry groups, they are weighted and we begin analysis of individual securities, identifying their relative strengths and weaknesses before making an investment.
Our objective is to deliver to our clients a strategy designed to reach their investment objectives, greater than the rate of inflation and the Standard & Poor’s 500 Index over a given market cycle.
We believe in diversifying portfolios across various economic sectors. Over time, this reduces portfolio risk and enhances the long-term return to the client.
All investments are in marketable equity securities meeting the clients and Upstate Advisors, Inc. investment criteria.