our process

Our Investment Process

A simple process with profound analysis

Our professional team of advisors and research analysts conduct a strategic process to achieve your financial goals.

1 2 4 3 5 Phase 1 Defining Investment Objectives Phase 2 Tactical Asset Allocation Part I Phase 3 Tactical Asset Allocation Part II Phase 4 Investment Selection Phase 5 Portfolio Analysis and Risk Management
Phase 1- Defining Investment Objectives

  • Compose a client-driven portfolio and asset allocation strategy based on personal objectives and risk
    tolerance.
  • Define risk-adjusted return objectives to determine a suitable investment portfolio.
Phase 2 – Tactical Asset Allocation Part I

  • Continuous top-down tactical asset allocation analysis by our investment committee incorporating market
    outlooks, analyzing economic indicators, and historical market data.
  • Asset class allocations (equities, fixed income, currencies, alternatives) are tactically adjusted based on
    the macroeconomic analysis within the proposed model allocations range.
Phase 3 – Tactical Asset Allocation Part II

  • After choosing the allocation to each major asset class, the investment committee will analyze and allocate bottom-up exposure as follows:s
    • Equities: Regions, Sectors & Industries, Size & Style
    • Fixed Income: Regions, Credit Quality, Duration
    • Alternative Investment: Commodities, Hedge Funds, Private Equity
Phase 4 – Investment Selection

  • Our investment committee meetson a regular basis to decide which investment vehicles will be used
  • We tend to favor funds with low-costs, attractive historical returns adjusted to risk, and manager track record
  • If we believe that the likelihood of an active manager outperforming an index is unlikely, we will favor a low-cost index fund
Phase 5 – Portfolio Analysis and Risk Management

  • A proper risk exposure management assessment is conducted utilizing risk analysis tools
  • Some of the indicators used to conduct the assessment are value at risk (VaR), tail risks, underlying holdings concentration, derivatives and hedging strategies, and asset allocation tolerance
  • We will continuously monitor changes to client’s objectives and risk tolerance
  • Monitoring changes to client’s objectives and risk tolerance

Investment Philosophy

  • Supported by a dedicated team of financial professionals and analysts
  • Aligned interest and transparency of our fee-based model
  • Long-term and dynamic vision
  • Disciplined yet flexible
Evolution Wealth Advisors Investment Philosophy

Disclaimer / CRS form

This website is a publication of Evolution Wealth Advisors, LLC. The information on this website does not imply the provision of personalized investment advice and is for informational purposes only. Different types of investments involve varying degrees of risk and there can be no guarantee that a specific investment will be suitable or profitable for your portfolio. All investment strategies have the potential to generate profits or losses, and past performance is no guarantee of future success. Evolution Wealth Advisors, LLC is registered as an investment advisor with the SEC. Registration as an investment adviser does not imply any certain level of skill or training.

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FORBES Ranking Disclaimer

² This ranking was created by Forbes and was issued on October 10, 2023 (Forbes Top 250 RIA’s in America). The ranking was tabulated by Shook Research and was based on the due diligence that Shook Research performed. Advisers do not pay a fee or compensation for placement in the Forbes Rankings. To be considered for the ranking, advisers who meet certain predetermined thresholds must complete an online survey and participate in an interview with Shook Research. Evaluations focus on wealth management and include certain quantitative and qualitative metrics. The adviser’s regulatory compliance is also considered. Due to varying client objectives, portfolio performance is not a criterion. Further details about the ranking methodology may be found at Forbes Ranking Methodology. Awards and rankings do not guarantee any future investment success, and the inclusion of Evolution Wealth Advisors on such lists should not be construed as an endorsement of the company granting the award or ranking.

We are an SEC registered investment advisory firm1 dedicated to meeting the financial needs and objectives of our clients.

1 However, our registration as an investment advisor does not imply any level of skill or training.

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