How Does Stableford Use Technical Analysis in Its Investment Management Strategies?

Jim Patterson, Stableford Capital Director, Technician, CTO

In Stableford strategies, technicians analyze fundamental and value factors to inform the entire portfolio picture. A good technician enhances both the fundamental and macro aspects of the investment management strategy. Similar to warning lights on your car’s dashboard, the technician focuses on confirming the narrative trends (dark dashboard), noting when the technical trends are no longer moving in unison with the consensus narrative (warning light).

How Stableford Capital’s Diverse Culture Enhances Your Investment Experience

Nathan and Nikki Review Strategy with their years of investment experience

From certified financial planners to analysts, strategists, and advisors, Stableford staff utilizes their diverse backgrounds to create a unique culture. The integrated advisor approach takes the middleman out of communication, buys, and sells. This, on top of the various perspectives and institutional experience of each member of Stableford leadership, leads to a well-rounded and gratifying investment experience for clients.

Year-End Tax Planning for Family Office Wealth Management

multigenerational family walking on beach for family office wealth management blog

Family office wealth management helps you plan ahead for upcoming taxes, as well as significant life changes before they happen. As your family office partner, Stableford is by your side through the good and bad events, advising on the best tax planning strategies to protect your family’s wealth. Ultra high-net-worth families are especially prone to major effects of change, so it’s important to be prepared. That is simply part of our integrated advisory approach.

How to Find a Financial Advisor Who Meets Your Needs

Advisor explaining financial plan to couple - how to find a financial advisor Stableford Capital blog

If you’ve ever thought about saving for retirement, purchasing a business, funding a college education or when (and how) to file for social security, it might be time to find a financial advisor. It can be tough to find a financial advisor who understands your unique situation AND helps you work toward your goals. Learn how to sort through the top asset managers to find one right for you.

How Stableford Capital Investment Management is Your Partner in Prosperity and Peace of Mind

Stableford Capital Investment Management

Investment management is not an easy or direct path. To not only protect your wealth but also grow it, you need a partner whose integrated approach will help you customize a plan for your future, actively manage your asset allocation, and will take into account your tax liability. Stableford Capital is up to the challenge.

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