Investment Process

Our Investment Committee

Newman Dignan & Sheerar helps clients pursue financial independence by providing unbiased, objective guidance. ND&S 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, managed funds, index funds and exchange traded funds. The Director of Research is responsible for developing and analyzing all our selected research sources. Each committee member provides a specific area of expertise including fixed income and equity industry sectors. Committee members collaborate in managing the selection process of active/passive funds in our clients’ portfolios. Collectively, we apply our best ideas to construct and update our clients’ portfolios using value-based matrices as part of the decision making process.

We bring together all of this knowledge and experience to formulate an appropriate portfolio structure that is closely monitored. Our decision making takes into consideration the following criteria:

  • Asset Allocation
  • Diversification
  • Short Term & Fixed Income Investing
    • Interest Rate & Monetary Forecasts
    • Duration
    • Credit Risk
    • Taxable vs. Non Taxable
    • Country Exposure
  • Equity
    • Style Bias Between Growth and Value
    • U. S. versus Foreign
    • Company Size (Large, Mid, Small)
    • Valuation
  • Alternative Assets
    • Currencies
    • Managed Futures
    • Commodities
    • Hedge Strategies
    • Private Equity
    • Real Estate

Portfolios and their holdings are tracked for performance and value.

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

We differentiate ourselves from other firms by providing a senior relationship manager and portfolio manager for every client. Our experienced team of professionals work collectively to address the goals and objectives of each client.

Please Note: The scope of any wealth management and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Newman Dignan does not serve as an attorney, accountant, or insurance agent. Newman Dignan does not prepare legal documents or tax returns, nor does it sell insurance products.