INVESTMENT

MANAGEMENT

Our Investment Process

Each month, the Caliber Wealth Investment Committee assesses the latest portfolio strategies as well as the economic and investment landscapes. Each quarter, the committee meets to formally review every portfolio we design as follows:

1

We assess, as the Caliber Wealth Investment Committee, to determine target allocation for each risk level and portfolio growth objective.

2

We screen potential investment holdings using Fi360 and Morningstar, third-party tools that maintain a robust database of industry-performance data.  Using this technology, we're able to benchmark the performance of a potential holding versus its peer group, as well as screen for manager tenure, style purity, and expense ratio.  For individual securities, we leverage research from the Raymond James Equity Research Group.

3

We stress test our portfolios using Riskalyze, a third-party risk-analysis tool.  It allows us to stimulate how the portfolios may react to various market changes and provides an indication of a likely range of performance deviation from their expected average returns.

4

We vet our portfolios using a third-party asset manager to critique and suggest optimizations from an objective point of view.

Investment Advisory Committee

The Investment Advisory Committee meets on a monthly basis to evaluate and manage five risk-based portfolio strategies, ranging from conservative to aggressive. By focusing on each investor's specific risk tolerance, the investment management process yields a personal solution for an individual's personal needs.

If you put yourself on a scale from 1-10, with 10 being the most aggressive, which strategy would best suit you?

- Time-tested and evidence driven investment themes
- A diversified allocation based on your customized financial plan

We do not intend to time the market with your investment assets. By keeping everything within the scope of your financial plan, we can align each part of your portfolio with its intended purpose to help increase the efficiency of achieving those goals while hedging out unnecessary risk along the way.

Caliber Core Models

View our core investment models, created and continually evaluated by Caliber's Investment Committee. Coming soon.

Core Strategies

TACTICAL + GROWTH
A more active strategy.
Seeks to overweight areas of the market believed to exhibit attractive momentum or short-term growth potential.

QUANTITATIVE
An active investment solution leveraging the expertise of proven third-party asset managers.
There's a range of portfolios from which to choose.

VALUE
Seeks investments believed to be underpriced by the general markets.
This contrarian approach often means investing against the general consensus of other investors at the time.

DIVERGENT
A more diversified strategy.
Comprised of asset classes and management styles that have a low historical correlation to each other.
Returns are less dependent on any one type of investment.

Investment advisory services provided by Caliber Wealth Management, LLC, a registered investment adviser.  

This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside.   All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.

Caliber Wealth Management, LLC and its representatives do not provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances.