Our Approach

We believe that a professionally managed, globally diversified portfolio of active and passive strategies, selected using both fundamental and qualitative analysis, combined with a disciplined valuation framework for allocating assets, will influence a successful client outcome. Key elements of our approach include:

  • global diversification
  • appropriate investment strategies
  • valuation framework
  • a team of skilled professionals
  • open architecture

The Investment Management Process

Our investment process is a team-based approach focused on three main disciplines.

Man pointing to graphs with a pen.

Asset Allocation

Our Investment Committee identifies strategic global targets for client portfolios in three categories (Equities, Fixed Income and Complements) with differing risk/return profiles. We'll work with you to construct a portfolio that aligns return expectations with your desired level of risk. This process is often based on:

  • Your assets
  • Your need for spending
  • Your long-term strategy for the investments
  • Your willingness to accept short-term market declines
Woman focused on talking to two male co-workers about a project.

Manager Selection

Our Research team identifies investment managers with clearly articulated, consistently applied, cost-effective strategies.

The team conducts qualitative and quantitative research to understand the mechanics of each manager's strategy and how they would be expected to perform in various market conditions.

We also assess where each manager currently is in their performance cycle so we can be intentional when entering and exiting the manager. Our decisions are explainable, repeatable and measurable.

Two male co-workers pointing to a computer screen.

Capital Allocation

Our Asset Class Strategy groups focus on their respective categories (Equities, Fixed Income and Complements) to find value and invest accordingly. And while we take a strategic view of the market, we look for opportunities to add value by employing tactical shifts to your portfolio, sometimes overweighting or underweighting within different categories.

Using a disciplined valuation framework, we seek to capitalize on changes in global market and economic conditions.

Ready to get started?

Partner with one of our advisors for strategic guidance on managing or refining your portfolio.

I have questions about...

Subscribe to Our Investment Commentary

We deliver unbiased guidance that's not in our best interest – it's in yours. Our publications are one way for you to experience this. Simply fill out the form below to receive our publications.

Have additional questions?

We have the answers to help you through all of life's biggest moments. 

Questions about your financial priorities?

You don't need to know everything about your financial priorities when you know advisors at Johnson Financial Group. Let us help you get answers.

LEARN MORE about how to organize and prioritize your finances.

Questions about your financial plan?

You don't need to know everything about financial planning when you know advisors at Johnson Financial Group. Let us help you get answers.

LEARN MORE about how to create a financial plan.

Questions about investing?

You don't need to know everything about investing when you know advisors at Johnson Financial Group. Let us help you get answers. 

LEARN MORE about investing.

Questions about your portfolio?

You don't need to know everything about portfolios when you know the advisors at Johnson Financial Group. Let us help you get answers. 

LEARN MORE about creating or revising your portfolio.

The investment process presented herein describes the process delivered to investment and wealth management clients of Johnson Bank and Johnson Wealth Inc. It is for educational and illustrative purposes only and should not be treated as investment advice or a recommendation to buy or sell any investment. Past performance is not a guarantee of future results.