Investment Philosophy
We believe in a conservative, actively managed investment approach for our clients’ portfolios, whereby we own only assets that have the core financial characteristics that we are focused on.
We believe we can add value though active fixed income and active equity management, based on quantitative screens, as well as qualitative and fundamental analysis. This means timing of investment decisions remains critical and will be determined by the analysis of supporting data.
We believe that risk management is a clear differentiating factor in preserving the wealth of our clients. Portfolio risk is managed at TriDelta by proper diversification across asset classes and diligently monitoring as well as proactively managing market risk by adjusting our clients’ portfolios.
As part of the investment management process, TriDelta has established the Investment Committee, which is comprised of four seasoned members and responsible for the oversight and direction of the investment process. The committee members:
- Ted Rechtshaffen, President & CEO
- Cameron Winser, VP, Head of Equities
- Brad Mol, Portfolio Manager and Wealth Advisor
- Paul Simon, VP, Head of Fixed Income
The Investment Committee holds meetings quarterly or if necessary on an ad hoc basis to discuss the medium- to long-term asset mix, review performance and address any issues regarding investment mandates, models or the investment process.
Leading the portfolio management team is Cameron Winser, VP and Head of Equities. For details regarding his background, please see ‘Who we are‘ section of our website.