Investment Process
Analyze existing investments and discuss appropriate long-term strategies
*Select independent asset custodian based on client priorities
Take after-tax consequences into consideration before doing any transactions
Invest cash as market risk dictates instead of automatically placing into a cookie-cutter model
Buy stocks that meet our strict fundamental criteria within strongest relative strength areas
Use low-fee ETF's and closed-end funds selling at a discount to NAV in order to help diversify and lower portfolio volatility
Hedge through inverse funds, tactically large cash positions and options when top-down models point to elevated market risk
Our alternative income strategy utilizes closed-end funds, high-yielding equities, limited partnerships, royalty trusts and corporate/convertible bonds to produce portfolio income
Educate clients and provide clarity into our investment philosophy via our Starboard Side Weekly Report newsletter posted to this website each Friday
Provide transparency through monthly statements from client's independent asset custodian, quarterly performance reports from Starboard and online access to all investment accounts
Continuously assess portfolio and market risk through in-house models and macro-economic research
* Our primary custodian relationships are with Raymond James, Scottrade and Fidelity Investments. Starboard has no direct financial affiliation with these firms
