Rough waters or smooth sailing
Do you want to go at it alone or would you rather have a partner by your side to help steer the ship?
Goals based.
Strategy Driven.
We recognize and respect the challenges you face as you seek to reach investment goals while navigating today’s volatile markets and economic environment. It’s our belief that the overabundance of investment-related information available on the internet, in print, and on television has likely made decision-making more difficult rather than easier. Which investment vehicle is appropriate for you? What approach offers the best long-term strategy? And how are you to actually measure success?
At Gaskin Asset Management, we are intently focused on working with our clients to help them achieve measurable financial goals and objectives. Consequently, we are guided by goals-based performance measurement. Each investment portfolio is carefully designed, constructed and maintained with a specific end-goal in mind. While some might be focused on a short-term objective, others are set with a more distant timeframe.
Our purpose is to serve our clients by helping them achieve their personal goals—whether they be short or long-term and however wide-ranging or specific.
To accommodate varying investment goals, time horizons, and risk postures, we employ a range of investment portfolio approaches. Through Raymond James we have access to a wide variety of investment options and products such as independent third-party professionally managed portfolios, mutual funds, unit investment trusts (UIT) along with alternative investment strategies such as hedge funds and managed futures funds. Acting in a fiduciary capacity, we utilize these resources in varying combinations where appropriate, placing your interests ahead of our own when providing professional services.
We believe careful thought and adequate time should be dedicated to the process of clarifying your goals and the strategy to reach them. We welcome the opportunity to meet with you to discuss your financial goals and the strategies to achieve them.
To reach your destination, you must be willing to push away from port.
We have a strategy to get you there. Curious?
Strategic asset management.
Designed for confidence.
Gaskin Investment Strategies (GIS) allocation employ both passive indexing and active asset management with the objective of utilizing the benefits of each while attempting to minimize their limitations. We believe that under the right circumstances, active and passive strategies can complement each other by moderating the volatility between the extremes of the different approaches. Our strategies are strategically allocated and tactically weighted primarily with securities that include, but are not limited to, exchange traded U.S. sector funds (ETFs), individual stocks, international ETFs and mutual funds, alternative ETFs and mutual funds, and fixed income (bond) mutual funds and ETFs.
Would you value a second opinion?
Do you feel confidence in your investment strategy? Do you feel that your investments are appropriately aligned to match your risk tolerance, time horizon and income needs? Do you understand your stock sell discipline? Is your portfolio exposed or overly concentrated in a particular stock or industry? How would an increase in interest rates impact your current portfolio?
Do you have more questions than answers? That’s okay. We can help!