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.
Csenge Advisory Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA institute. CFA institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain GIPS-compliant performance information for the firm’s strategies and products, contact Eric Caisse at Eric@csenge.com.
The information contained herein, including but not limited to research, market valuations, calculations, estimates and other material obtained from Csenge and other sources are believed to be reliable.
Loss Risk
All investments in securities include a risk of loss of principal (invested amount) and any profits that have not been realized (i.e., the securities were not sold to “lock in” the profit). Stock markets and bond markets fluctuate substantially over time, and markets have experienced increased volatility in recent years. As recent global and domestic economic events have indicated, the performance of any investment is not guaranteed. Thus, there is a risk of loss of the assets we manage. Csenge cannot guarantee any level of performance, or that account asset will not be lost.
Csenge does not represent, warrant, or imply that the services or methods of analysis used can or will predict future results, successfully identify market tops or bottoms, or insulate clients from major losses due to market corrections or crashes. No guarantees are offered that Clients’ goals or objectives will be achieved. Further, no promises or assumptions can be made that the advisory services offered by Csenge will provide a better return than other investment strategies.