Why Invest With Cushing Capital Partners?
We Believe in:
Long-Term Investing
Planning for Market Fluctuation
Developing Customized Strategies
Our Investment Principles
It Starts With the Plan
Investment decisions should always be made within the context of the larger financial plan. Our aim is to help you achieve your goals while simultaneously assuming the least possible amount of risk in your investment portfolio. Our investment allocation decisions are informed by your financial plan, not vice versa.
Buy & Hold + Trend-Following
We believe long-term, buy & hold investing can be prudently paired with a trend-following approach that pays attention to the movements of the markets and tactically adjusts allocations accordingly.
Own the Right Assets
For decades, the traditional “60/40” equity/fixed income portfolio offered investors an adequately diversified portfolio. More recently, however, bond yields have dropped to historic lows and traditional fixed income no longer provides the ballast to a stock portfolio that it once did. To round out a fully diversified portfolio, we look beyond fixed income to additional asset classes that provide both cash flow generation and stability to equity portfolios. While not without risks of their own, assets like commodities, private real estate, managed futures and alternatives all provide opportunities to enhance the risk-adjusted return of investment portfolios.
Behavioral Investing
When it comes to successful long-term investing, we believe we are often our own worst enemy. The financial media is filled with talking heads and so-called “experts” constantly proclaiming the next moonshot investment. Often the worst moment to enter an investment is exactly when everyone is telling you you should, and vice versa. Our approach tunes out the noise and relies upon decades of evidence-based investment research to guide our decision-making, regardless of the prevailing market environment.
There are risks associated with investing, including the possible loss of a principal investment. Investment in equities involves more risk than other securities and may have the potential for higher returns and greater losses. Bonds have interest rate risk and credit risk. As interest rates rise, existing bond prices fall and can cause the value of an investment to decline. Changes in interest rates generally have a greater effect on bonds with longer maturities than on those with shorter maturities. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and/or interest payments. Alternative investments are illiquid investments and do not trade on a national securities exchange. Alternative investments are subject to various risks, such as illiquidity and property devaluation based on adverse economic and/or real estate market conditions.