Investing

Investing

A Personal Investment Expert at Your Service

At Sinclair Upton Capital Management we do not merely rely on your investor profile as the template to determine the makeup of your investment needs. Just as with tailored clothing, the attentiveness to detail and handcrafted nature of your investment strategy is demonstrated by the accuracy of the fit.

Each individual Sinclair Upton Capital Management strategy we devise has your long-term financial ambitions at its heart. We share your enthusiasm about your financial aspirations, and our mission is to guide you to that successful reality.

Putting together your own investment plan is initiated with a financial evaluation that embraces the features below:

• Determining your investment risk levels
• Setting realistic, achievable investment aims
• Identifying appropriate time horizons
• Calculation of existing capital resources
• Review of current investment holdings
• Agreeing on a credible investment performance target

The financial analysis gives us the starting point for the distribution of investment assets.

Across-the-board solutions with continuous oversight

Our investment management package incorporates:

• Objective-driven asset allocation
• Portfolio structure
• Hand-picked securities
• Portfolio monitoring with ongoing review and evaluation
• Every investment selected in your privately managed portfolio is chosen with your investment objectives firmly in mind. Your holdings are controlled with an unswerving focus on discipline as the critical factor to achieve the performance outcomes that you want.

Holdings that might be included:

• Common and preferred stocks
• Initial Public Offerings (IPOs)
• Government bonds
• Corporate bonds
• Municipal bonds
• Mutual funds
• Closed-end funds
• Exchange-traded index funds
• Brokered Certificates Of Deposit
• Real estate investment trusts (REITs)
• Hedge funds

“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”

—Warren Buffett