Our investment philosophy is based on five basic rules and an understanding that risks and opportunities associated with various asset classes change constantly based on changes in market and economic conditions. We believe it is vital to tactically adjust asset allocations as market and economic conditions change.
Services
Investment Management
We manage our clients’ portfolios as we do our own.
Clients' individual investment strategy are tailored to their specific needs and goals. Their portfolios are designed to meet a particular investment goal, determined to be suitable to their circumstances. Once the appropriate portfolio has been determined, they are continuously and regularly monitored, and if necessary, rebalanced based upon the individual's needs, stated goals, and objectives. We believe it is vital to tactically adjust asset allocations as market and economic conditions change.
Where Your Money Is Held
We do not directly custody our client’s assets, they are held at well-known, leading custodians that are independent from Starfox Financial. Starfox Financial and its independent custodian are financially strong.
In House Research
Our research team provides ongoing and real time analysis of a broad range of financial data, historical trends and economic indicators. Our broad-based research provides a thorough understanding of current and potential market conditions and is a critical component in our tactical asset allocation strategy.