Investment Approach

Tallsalt’s investment philosophy emphasizes asset allocations that are appropriate to the client’s long-term objectives while allowing for adjustments to take advantage of market opportunities and to protect investment principal from large downside risk.

Tallsalt’s investment philosophy and investment approach favors a structure which emphasizes key principles to enhance returns, protect assets and manage risk.

  • Lower costs (fees and transaction costs)
  • High diversification
  • Higher liquidity (availability of funds)
  • Greater transparency
  • Higher net investment returns
  • Lower volatility (a.k.a. risk)
  • Minimizing taxes
  • Independent research and recommendations
  • Optimizing absolute returns vs. relative returns

As an independent investment advisor, Tallsalt does not receive compensation from other investment companies, therefore all investment recommendations are unbiased and considered for the sole benefit of our clients.