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Asset Management In Stamford

Active Asset Management

Asset Management Stamford CT

Directly we offer two alternative actively managed portfolios – a dividend based equity strategy, and an index volatility strategy.

Our Dividend Growth and Income Strategy provides income, less volatility and a preservation of capital value oriented style.  All portfolios are diversified across market sectors and consist of dividend paying equities of both large and mid-capitalization. The portfolio manager will also use government and high grade bonds, ETFs and cash to provide income, balance the portfolio and lower risk in adverse market conditions.  As the best asset management advisors in Stamford, we have a long term approach to investing which minimizes both taxable consequences and transaction costs.

Our Index Volatility Strategy is based on proprietary research anda an analytical model which harvests mis-priced volatility premiums and provides significant downside protection against extreme market shocks. It uses an average risk: cash ratio of 25% and has historically exhibited close to half the risk of the S&P 500 with zero correlation.

Strategic Investment Management

Strategic Investment Management

Diddel & Diddel’s Strategically Managed Portfolios focus on achieving your retirement or other long-term goals. They are built with the long-term in mind, and strive to produce results under all market conditions.  Some portfolios are provided by experienced third party money managers, others are managed in house by Diddel & Diddel.  We use a combination of best-of-breed ETF’s and mutual funds.  The strategies are offered for qualified accounts and in tax aware versions for non-qualified accounts, to optimize tax efficiency.

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Asset Management Advisor in Stamford CT

The Importance of Asset Management Financial Advisors

Whether you are working as an individual or on behalf of a company, the way you manage your assets usually influences its profitability. But what happens if you are not an expert in asset management?  

Perhaps, you are an expert in a particular field. But if you want to make the most of your assets, the importance of asset management services cannot be overemphasized. Depending on the nature of said assets, finding an asset management company stamford with a track record of managing such assets might put you in a different position for higher profitability. 

What Is Asset Management? 

Asset management is the process of building, operating, managing, securing, selling, and transferring different types of assets for your capital gain. For example, when a certain type of asset is sold, managing the transfer process is also part of asset management. In the corporate finance world, it is used mostly to describe the services provided by specialist asset management companies in Connecticut or anywhere else for that matter.

Benefits of Active Asset Management Strategy

1: Higher Level of Accountability 

In some cases, financial assets may include existing businesses or companies in different stages of growth. When you have such assets but are not an expert in the industry in which the business operates, hiring experienced asset managers could be the best way to have the stability and profitability you want. 

Looking at the variations that usually exist across different industries, working with a Connecticut asset management company with experience in the industry to your business belong has certain forms of advantages. 

Among other things, Diddel & Diddel asset management Stamford CT will help you maintain a higher level of accountability while monitoring performance and market stability. 

2: Risk Identification And Mitigation 

Here is yet another benefit of using Diddel & Diddel asset management services in Stamford Connecticut

We will use our advanced tools, market experience, and professional connections to identify and mitigate risks that may affect the safety or profitability of your assets. As professionals, asset management stamford service is what we specialize in. Even when things are relatively stable, constant monitoring helps asset managers identify emerging risks that may threaten the safety and profitability of your assets.  Another point to note here is that some of the risks that may constitute a potential threat to your assets may not present itself in one day but can be manifested over time. 

3: Lifecycle Cost Analysis

It doesn’t matter whether you are an expert in the industry your assets belong to or not. Understanding the cost of owning and maintaining your assets is essential, whether you want to buy or just bought some. This is where the lifecycle cost analysis expertise of Diddel & Diddel Connecticut asset managers delivers excellent value. Our asset management experts will help you calculate the lifecycle cost from the start to any chosen timeline when you engage them. With a higher level of clarity on this factor, you’ll then be able to make a sufficient budget or strong plan for the ongoing profitability of your assets.

Let us Manage and Strategize Growth For Your Assets

Our mission is to eliminate your worry of financial instability, to help reduce taxes, and manage assets by utilizing numerous investment products and strategies. Diddel & Diddel offers two asset management styles; Active management and Strategic management with several different strategies.

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