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 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.
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.