When you work with Coghill Investment Strategies, you benefit from a comprehensive investment management process that enables us to build a strategy that's customized to your individual goals.
The Global Macro Investing Process
Unlike some financial advisors who might advocate traditional buy-and-hold strategies for every client, Coghill Investment Strategies applies our own proprietary global macro process to your individual investment plan to ensure that you stay on track to your objectives. Hallmarks of our active management approach include:
- Adherence to a data-driven, disciplined process
- Continuous monitoring of the global economy and capital markets — including fluctuations in worldwide interest rates, currencies, and political events — to guide our recommendations
- Proactive, day-to-day management of your portfolio
- Making tactical changes as necessary to ensure that your investments remain on track to your objectives
Whether we work with you individually or as part of a Family office team, you can be assured of continual monitoring and updating of your portfolio.Your customized investment strategy will be designed to first help you manage risk (i.e., protect what you already have) and then to grow your portfolio to meet your life objectives. At the opposite end of the spectrum from a one-size-fits-all approach, the Coghill Investment Strategies methodology incorporates outside-the-box thinking to address your individual needs and risk tolerances. Our thinking goes far beyond a traditional stocks and bonds approach, and, where appropriate, we may consider alternative investments, private equity, and other ways to achieve your investment goals.