Deep Strategy for Sound Investment Decisions
Rare and undiscovered investments are the key to a truly diversified portfolio. First Capital’s institutional infrastructure includes a five-step process that allows us to more effectively analyze, communicate and manage the information necessary to make sound decisions.
From macroeconomics and strategy allocation to manager selection, portfolio construction and risk management, we provide the depth and breadth of insight that has become critical in an increasingly correlated investment world.
First Capital’s institutional infrastructure incorporates the processes that help us more effectively analyze, communicate, and retain the information necessary to make sound decisions. More importantly, this process has been honed over time with the goal of providing enhanced client outcomes.
Our 5-Step Investment Process:
1. Economic and Investment Outlook
Our investment team evaluates the global macro environment and business cycle stage. We establish a framework for capital market return and risk assumptions, which informs our process.
2. Strategy Allocation
We provide extensive investment experience across multiple strategies/asset classes. We use our insight to allocate capital to the most efficient strategy mix, with the end goal of meeting client risk/return objectives.
3. Manager Selection
Our disciplined investment process combines qualitative, quantitative, and operational due diligence to find skilled managers. We’ve built a database of approximately 10,000 funds for evaluation, and we have invested in over 200 managers to date.
4. Portfolio Construction
We recognize sources of risk and return by integrating robust quantitative tools and techniques to make better-informed qualitative decisions. Our disciplined iterative process aims to determine weightings to satisfy all objectives and constraints based on the portfolio’s mandate.
5. Risk Management
Risk management and adjusting portfolio allocations is an important part of any investment process. That’s why we incorporate risk management throughout the process to best understand, monitor, and manage sources of risk and return. Our robust risk process allows us to help advisors with difficult portfolio adjustments, with the goal of giving their clients peace of mind.
We deliver portfolios to clients and advisors by taking these steps:
- Research Services
- Portfolio Check-up
- Open Architecture Portfolio Construction
First Capital Advisors Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. First Capital Advisors Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directly to: First Capital Advisors Group, LLC 200 White Road, Suite 215, Little Silver, NJ 07739. The information herein was obtained from various sources. First Capital Advisors Group, LLC does not guarantee the accuracy or completeness of such information provided by third parties. The information in this report is given as of the date indicated and believed to be reliable. First Capital Advisors Group, LLC assumes no obligation to update this information, or to advise on further developments relating to it. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.