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:

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Global Diversification

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Appropriate Investment Strategies

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Valuation Framework

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A Team of Skilled Professionals

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Open Architecture

Our Process

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

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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
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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.

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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.

Accountability in Your Portfolio

We believe that asset and capital allocation, as well as manager selection, make a difference. To hold ourselves accountable to our beliefs, we evaluate the performance of your portfolio by asking three simple questions:

  • How well was the portfolio allocated across asset classes?
  • How well were styles chosen?
  • How well were managers selected?

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 invesmement advice or a recommendation to buy or sell any investment. Past performance is not a guarantee of future results.

We can also help you with...

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Retirement & Financial Planning

Developing a sound financial plan is essential to achieving your long-term retirement goals.

LEARN MORE about how we can help you create sound financial plan.
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Invest Your Way

Helping you make the most of your money and your life with a variety of investments is important for creating a flexible plan based on your needs and future goals.

LEARN MORE about how we help manage portfolios and our investment solutions.

This website may contain concepts that have legal, accounting, tax, and investment implications. It is not intended to provide legal, accounting, or tax advice and is not a recommendation to buy or sell any investment.

Have Questions?

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Give us a call at 888.769.3796 and select option 4.

EMAIL US
Kelly Mould
Kelly Mould, SVP Wealth Team Lead, Racine, WI

Your Trusted Partner for Life's Biggest Moments

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