Investment Process

Newman Dignan & Sheerar has direct access to proprietary research for the economy, the financial markets, and the individual companies and funds.  Our investment committee manages a Focus List of individual stocks and Managed and ETF/Indexed Funds.  The Director of Research is responsible for developing and analyzing all our selected research sources.  Each committee member has developed a sector expertise and one member is primarily responsible for our fund research.  Collectively we apply our best ideas to construct and update our client's portfolios, using value-based matrices as part of the decision making process.

We bring all of this knowledge and experience to formulate the portfolio structure and manage the investment process.  Our decision making takes into consideration the following criteria:

• Asset Allocation


• Diversification


• Style Bias Between Growth and Value


• U. S. versus Foreign


• Company Size (Large, Mid, Small)


• Alternative Assets, Currencies, Precious Metals, Hedge Strategies, Private Equity and Real Estate.

The portfolios and their holdings are all tracked for their performance and value.

Our goal as professional investment advisors is to provide investment results that fit our clients long-term goals and is commensurate with their risk tolerance.