Discretionary
Portfolio
Management
Our portfolios are designed to match your investment objectives and to meet your financial needs.
The Path to Future Wealth
The investment process begins with understanding you—your financial goals, risk tolerance, and preferences for specific types of investments. This personalized approach ensures we select a portfolio solution that aligns with your unique needs.
We develop an asset allocation strategy tailored to your risk profile, selecting investments carefully vetted by our Investment Committee. The result is a portfolio designed to achieve your financial objectives while maintaining a disciplined approach to growth and risk management
Individual Portfolios
We create portfolios designed around your financial needs, managed by our team of experienced discretionary portfolio managers.
Protect : Conservative Income
A lower risk solution focusing on income above inflation to protect your wealth. Typically this portfolio will own fixed income securities and avoid investments with traditionally higher volatility. Capital preservation is a priority.
Retire : Balanced Income
For retirees or those seeking retirement who need a diversified source of return to protect their wealth. As a low to medium risk portfolio investors tend to make more modest allocations to equity markets.
Build : Balanced Growth
Investors who want to build and grow their wealth for a secure future. As medium risk investors with long term horizons Balance Growth investors have larger equity and alternative investment allocations and target higher, risk-adjusted returns
Grow : Aggressive Growth
For medium to high risk investors who want to grow their net worth over the long term. With increased exposure to growth assets the portfolio relies on capital appreciation for long term risk adjusted-returns.
Our Investment Philosophy
We founded Fieldhouse so that we could offer advice and invest the way we wanted to for our clients. We are not constrained by any processes or products.
Our portfolios combine traditional and alternative investments. We leverage our expertise to deliver thoughtful portfolios that prioritize our clients best interests. Our dedicated client service team ensures seamless communication and a personalized experience throughout your journey.
Investment Management Process
Our investment process is client-driven and results-oriented. It’s designed to achieve measurable outcomes through strategic decision-making. We incorporate your input to ensure your unique needs are met.
Create Investment Objectives From Financial Goals
You can’t arrive if you don’t know where you are going. Our funds and individual portfolios all set clear financial goals so you know we are aligned to your needs.
Asset Allocation & Portfolio Construction
Your dedicated portfolio manager will determine your asset allocation, while our Investment Committee carefully selects the appropriate products for your strategy to deliver efficient risk-adjusted returns.
Risk & Performance Management
We regularly determine if the investments in your portfolio present the right risks for you and your long term strategy. We check in with our return targets to ensure our portfolios are on track.
Accountability & Transparency
With regular portfolio reviews, we strive to keep you informed, ensure alignment with your goals, and provide clarity on performance and decision-making throughout the investment process