Investing
OUR PROCESS AND OUR PHILOSOPHIES
Our Approach
Calystron Capital’s Investment Team delivers consistent investment guidance through strategic asset allocation, thorough due diligence, and customized portfolio construction. Their work centers on establishing clear portfolio guidelines that reflect a wide range of client objectives, incorporate risk management, and support a disciplined decision-making process. They continually monitor portfolios, apply rebalancing to keep risk levels aligned, and maintain a steady, methodical approach.
Investment Team Objectives
Create portfolio guidelines that are transparent and cover a wide range of client goals
Focus on risk management and a consistent decision-making process
Monitor portfolios and employ rebalancing to keep risks in line
Maintain discipline and avoid emotional decision making
An investment strategy as personal as your life goals
Like your financial plan, your investment approach is personal. At CalystronCapital, our investment professionals are passionate about the financial markets, manager due diligence, and investment strategies. They work in lockstep with your advisor to develop a sound, highly-bespoke strategy that addresses portfolio performance, tax strategies, and risk tolerance to help you meet your life goals.
And while the portfolios we create for our clients are customized to their needs, our advisors and investment team are driven by a core set of tenets:
- 1. Discipline Over Emotion We believe disciplined decision making should always outweigh emotional reactions to short-term market movements.
- 2. Diversification With Purpose We diversify portfolios intentionally, not by volume, ensuring that each position contributes meaningfully to risk management and long-term outcomes.
- 3. Risk First, Return Second We evaluate risk before return, recognizing that protecting capital is the foundation of sustainable compounding.
- 4. Long-Term Orientation We focus on durable strategies that compound over years, not speculative bets that rely on timing or luck.
Our Services
We begin with the understanding that we are not “all knowing,” and that we cannot precisely model the entirety of the investment universe. Knowing this, we utilize a flexible framework that blends the qualitative (our views) and the quantitative (modeling). The goal here is to achieve consistent returns while recognizing market risks.
Our dedicated trading team centralizes all trading activity for the firm. Many of our traders have decades of experience rebalancing portfolios and executing trades. Our trading systems allow us the flexibility to handle any desired portfolio customization and yet also the efficiency to scale our trading operations toward the best execution at our partner custodians.
Our cross-functional Risk Management team of highly experienced senior wealth management professionals meets regularly to review risks to clients and the firm. Areas of risk we discuss (and build projects to mitigate) include planning, trading, portfolio management, operations, compliance, business management, and marketing.