The close of first quarter means spring is upon us, and while many will be undertaking spring cleaning projects at home, now is also an ideal opportunity to dust off your estate plan documents.
FineMark believes in the practical application of fundamental analysis, diversification and risk management in building portfolio strategies that help each client meet their stated goals and objectives. We are client-centric and it is our mission to meet objectives, specific to the individual client. We build each investment solution with a clear understanding of our client’s needs, allowing us to focus on what’s most important, while keeping our clients on course to meet their long-term investment objectives.
Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC
investment principles
Investment Approach
- Long-term approach where the search for consistent growth companies and team collaboration are central parts of the investment process
- Cohesive and experienced team actively engaged in all aspects of the investment management process
- Professionals with overlapping areas of expertise, diversified backgrounds and ability to systematically analyze and debate the risks and potential rewards of every investment
- Combination of disciplined, fundamentally-driven research and bottom-up analysis of individual companies and securities
- Multiple sources of industry leading research
- Alpha generation and capital preservation on a security-by-security basis
investment platform
FineMark National Bank & Trust offers a hybrid investment platform that provides access to outside managers as well as expert in house management of individual stocks and bonds. The Open Architecture Portfolio is non-proprietary and utilizes industry leading asset managers and alternative investment managers. An extensive due diligence process is performed on each investment manager before they are included on the FineMark Preferred List.
In addition to the Open Architecture portfolio, FineMark uses the experience and knowledge of our own investment professionals to build two equity portfolios: a Large Cap Dividend Portfolio and a Large Cap Core Portfolio. FineMark’s Asset Allocation and Model Portfolio Committee, comprised of seasoned investment professionals, manages these portfolios. The entire suite of investment options is available to our investment clients.
