Our investment management philosophy is that active management could enhance returns and/or reduce risk over time by considering the macroeconomic environment, opportunities and risks within asset classes, and fundamental factors driving performance for each investment vehicle, whether an ETF, individual security, or other instrument.
Once we determine the details of your investment profile, we use a combination of both passive and active ETFs and Closed-end fund to gain exposure to asset classes or strategies we find attractive. When asset classes are efficient, we emphasize passive instruments that track an index, while using active ETFs or individual security selection when asymmetric returns are identified.
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Investment advisory services offered by NFG Wealth Advisors LLC, a Registered Investment Advisor