The Nottingham Advisors Select Managers Program (NASMP) employs a unique approach to asset allocation, utilizing actively managed mutual funds. The program brings together “best in class” managers across market capitalization, style, sector, industry, country and region. The NASMP offers strategies ranging from conservative to aggressive in both tax sensitive and non-tax sensitive models.
We believe an investors asset allocation is a function of four main factors: risk tolerance, expected return, time horizon, and portfolio objective.
How much volatility are you as an investor willing to withstand? This becomes a very important component of investing when liquidity mandates are set.
How long do you plan to be investing? This could be a defined year in the future or a significant life event (wedding, retirement). For institutional clients Time Horizon can be infinite.
Return generally increases as risk increases, the basics of the Risk-Return tradeoff.
Investment Objectives are strategies that an investor is willing to undertake to pursue their specific investment goals.
The NASMP Income strategy seeks current income in the context of capital preservation.
The NASMP Balanced strategy seeks current income in the context of capital preservation, with secondary consideration given to growth of capital.
The NASMP All-Asset strategy seeks to balance growth of capital with current income.
The NASMP Growth strategy seeks growth of capital, with secondary consideration given to current income.
The NASMP Aggressive Growth strategy seeks growth of capital.