Studies show approximately 80% of portfolio returns are derived from asset class and sector selection, while only 20% of returns come from individual product selection. At Csenge, we are mindful of this 100% of the time. The more we analyze asset classes and subsectors, the more optimal risk-adjusted returns can be generated for your portfolio.
Our mission is to participate when the markets are supportive of higher prices and hedge when market risks are elevated, allowing us to optimize your portfolio’s ability to best meet your goals.
Eric Caisse CFA®, CMT, CFP®
Chief Investment Officer & Partner
Our approach to asset management is called Fusion Analysis and combines three methodologies: fundamental research, technical research, and behavioral science. On a daily basis, we can reallocate asset categories, track manager performance, negotiate pricing, and customize preferences for all investor portfolios. We continually strive to balance investors’ desires for growth with the need to minimize risk and reduce volatility. We believe it’s more important to avoid the big dips than chase the high flyers.
Csenge offers 13 asset allocation models that range from fixed income to total market exposure, meeting most investors’ needs. We also provide custom-crafted asset allocations for specific situations.
Securities offered through Ridgeback Securities, Ltd, Member FINRA/SIPC. Investment advisory services offered through Csenge Advisory Group. Csenge Advisory Group is not affiliated with Ridgeback Securities, Ltd.
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