Services

INvestment Management Strategies

At The Katz Group, the foundation of our investment practice is rooted in our investment advisory managed account programs.  When acting in this capacity, we are not stock brokers or transaction-based traders. Instead, we are fee-based advisors who construct, manage, and oversee diversified and customized multi-asset class portfolios. The cornerstone of our investment process has always been, and remains, a steadfast commitment to the principles of asset allocation and diversification. We are firm believers that time in the market is far more important, and prudent, than attempting to time the market.  Therefore, we encourage our clients to embrace a long-term perspective and have the patience, discipline, and courage to remain invested and diversified throughout inevitable periods of volatility. We employ a goal-based approach to investing that prioritizes the achievement of client goals over the outperformance of well-known market indices. In other words, our process seeks to challenge the traditional “return first” mentality. By leveraging innovative planning tools to track progress relative to specific future outcomes (rather than simply comparing a portfolio’s return to that of a market index), we aim to keep our clients focused on what truly matters most and help them avoid the potential pitfalls of assuming unnecessary risk to chase excess returns. Our team is dedicated to helping our clients navigate complex and turbulent markets by making sure that their portfolios are appropriately positioned for the current (and prospective) investment environment based on their risk tolerance, time horizon, and investment objectives.