Stableford Capital Insights

Stableford’s 2018 Strategic Planning Update

Earlier this year, Stableford Capital Leadership attended a planning and strategy summit in Paradise Valley, AZ. Thoughtful and productive meetings created an excellent opportunity to develop additional tools to further serve our clients. The synergy of ideas led to solid strategic planning that will help us better serve our clients in

Stableford Capital has its Strategic Planning Summit Meeting Group Shot in Scottsdale, AZ

investment paths ahead!

Strategic Successes in 2017

You can’t know where you are going if you don’t appreciate where you’ve been. Part of the strategy summit included a look back at Stableford’s progress and accomplishments of 2017. We completed an implementation of client account software and completed tax loss strategies to minimize client gains, where possible. We also created four main portfolio strategies, including guidelines and position sizing. And possibly the most visual and noticeable update in 2017 was a comprehensive marketing plan, specifically concentrating on our website and communication to clients.

Updates to Our Strategic Planning

One of the first steps of action from the strategic planning summit was centered around compliance. We recently implemented new compliance policies and procedures to continually ensure that our clients are put first, and that all Stableford compliance is up-to-date with industry standards. In anticipation and reaction to a rising rate environment, we also changed portfolio rates from fixed to variable in order to avoid reduction in principal.

Stableford Capital Strategic Planning Summit Meeting with Professional Punch Founder Presenting

Another asset management strategy that our clients will notice is to performance presentation. We have begun GIPS (Global Investment Performance Standards) review to ensure compliance with industry standards. This set of industry-wide, standardized ethical principles guide investment firms like Stableford Capital on how to calculate and present investment results to our clients. This will help us be more transparent to clients when comparing and evaluating investment managers, also allowing for enhanced marketing materials, including historical result.The 2018 strategic planning summit was a resounding success by all accounts. The recent accomplishments combined with the current and planned strategy updates directly benefit clients, both from a logistical ease and financial investment standpoint. To see how these strategy updates can benefit you and your investments, contact Stableford Financial Counseling at 480.493.2300.

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July 8, 2024
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by Stableford Capital
Andrew Brinkman
Andrew J. Brinkman is the Founder of Stableford Capital. Over the course of his 45+ year career, he built A.J. Brinkman & Co., a leading foreign exchange arbitrageur and institutional floor broker, was a managing partner of Petros Capital, a long/ short institutional hedge fund and, for the past ten years, he has been a discretionary asset manager for high net-worth families. Andrew Brinkman has been a member of the Chicago Mercantile Exchange, the New York Futures Exchange, and the Chicago Board of Trade. A 1978 graduate of Cornell College with degrees in Economics and Political Science, he was a board member for ChildHelp USA, a board member of the Berry Center for Economics, and former trustee of Cornell College.