Investment Strategy

Strategic Asset Allocation. Madison Heights Advisors diversifies among multiple asset classes to reduce the risk that the client’s investment objectives will not be achieved. These asset classes are selected thru a disciplined process of setting expectations for returns, the standard deviation of returns, and the correlation among asset classes. ETF’s are used to develop the most cost efficient portfolio.

Risk Management. Madison Heights Advisors considers multiple scenarios that may impact the client’s investment objectives. Adjustments may be made to original portfolios to account for more favorable and unfavorable scenarios.

Goal-Based Portfolios. As an alternative to strategic asset allocation, Madison Heights Advisors will construct a portfolio in layers to accommodate client’s preference for multiple investment goals ranging from low risk strategies to meet minimum financial goals to higher risk strategies to accommodate financial aspirations. ETF’s are used to develop the most cost efficient portfolio.

Manager Selection. Madison Heights Advisors uses extensive research and due diligence to recommend actively managed mutual funds that have exceptional asset class return and risk expectations.


“It is wise to take admissions of uncertainty seriously, but declarations of high confidence mainly tell you that an individual has constructed a coherent story in his mind, not necessarily that the story is true.”
Daniel Kahneman, Nobel Laureate


Photo by Richard Wong, Blue Dicks Spring Wildflowers, Wind Wolves Preserve, Kern County, California