Investment Management

While each client portfolio may be customized to meet their specific needs, RiverGlades implements two primary strategies.

Global Total Return

As global financial markets grow increasingly complex, we believe that in order to be truly diversified an investor must open their portfolio to include various asset classes, market segments, and geographical exposures. This strategy can serve as a comprehensive solution or as the foundation of a larger “core and satellite” portfolio approach.

Strategic Appreciation Strategy

An all equity long-term growth strategy implemented using individual stocks and secured options. The investment approach focuses on identifying a reasonably concentrated portfolio of high quality businesses with dominant and defensible market shares selling at a discount to our assessment of intrinsic value. While the majority of the portfolio will be invested with a long-term outlook, some investments may be made with a shorter time period in mind.

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