How We Work
Fiduciaries overseeing an institutional portfolio have varied perspectives and priorities.
That’s why we don’t take a single approach to investing, employing the same asset mix and strategies for every client. In fact, we consider this a disservice, since appropriate asset allocation is crucial for results to be in line with client needs.
Instead, we customize our approach based on a clear and thorough understanding of the complexity of each organization’s financial goals and ambitions.
We then tailor a thoughtful investment portfolio on a custom-designed, fully discretionary basis to help achieve their required levels of income, capital protection, and tolerance for risk. After that, we continually monitor and adjust in response to an organization’s changing financial initiatives, as well as the ever-changing market landscape.
Connors investor Services, Inc. has been investing on behalf of institutional and non-profit organizations for over 40 years.
Our Approach To Forging Successful Relationships:
- Understand an organization’s goals and objectives
- Custom-Design a mix of investment strategies to best achieve them
- Manage client investments effectively
- Communicate regularly and clearly what is being accomplished
At Connors, we are long-term investors—chiefly equity investors.
We are not market timers, nor do we chase performance. While anticipating market moods makes for interesting daily reading, it is our belief, based on over 40 years of experience, that it is not an ideal approach to investing.
We believe in active equity management to create the right solutions.
We believe common stocks will continue to produce excellent returns over the long term, outpacing other alternatives. We believe in emphasizing common stocks where possible, but also using a number of techniques to reduce risk. We believe that good investment results can be achieved within the framework of acceptable risk.
We believe in doing our own research and analysis, and we’ve done so since day one. We believe a strong financial partner should be committed to growth as much as preserving capital.
We believe in taking our obligations in all these regards seriously.