Investment Methodology

TimeCapital provides clients with an individualized investment strategy that reflects our analysis of overall economic/market conditions, as well as our assessment of other key factors, including a client’s:

  • Time horizon 

  • Current and projected objectives 

  • Tolerance for market risk and fluctuation 

  • Tax status 

We are committed to investment diversification, both as a strategy for managing and reducing risk, and for capturing the demonstrated long-term performance benefits of sound asset allocation. 

Drawing on research and years of experience managing investor portfolios, we identify asset classes appropriate for an individual client, as well as sectors and individual securities that we believe offer a favorable risk/reward profile and strong long-term growth prospects. Our client portfolios typically encompass a wide range of assets, including: 

  • Equities 

  • Fixed-income vehicles 

  • Convertible securities 

  • Preferred stock 

  • Cash/cash equivalents 

  • Hedge Funds

Prospective Investors

We provide fee-based investment management, and offer a variety of account options for investors, including: 

Individual and joint accounts 

Retirement accounts 

Retirement and profit-sharing plans for businesses 

Our minimum account size is $100,000 per household. 

Resources to Keep Investors Informed 

TimeCapital offers a variety of resources designed to help clients monitor their portfolio and remain abreast of market developments. These resources include: 

  • NetExchange Client®, which provides 24/7 online access to account balances, portfolio holdings, cost basis details and other valuable account information 

  • An in-depth quarterly market review 

  • Periodic perspective on market conditions from TimeCapital’s investment advisory team