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Helping Investors Meet Their Investment Objectives

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At Boyd Watterson, we attend industry conferences for a variety of reasons; to hear from clients and prospective clients, to keep up-to-date on industry trends, and to monitor our competitors.  Some members of our team recently attended the Morningstar Investment Conference, which is an annual meeting where advisors, investment managers, researchers, and others share their thoughts on the investment industry.  At this conference, we learned about a wide-variety of strategies currently being created as well as the continued development and implementation of new technology and data analysis for investment and marketing purposes. 

Perhaps the most interesting topic discussed at the conference was the continued focus on retirement savings and what advisors can do to help their clients increase the likelihood that they will be secure in their post-work life.  Morningstar has developed a new research series entitled The Investor Success Project, which is designed to help provide advisors with resources to use with their clients.  Steve Wendel, Head of Behavioral Science at Morningstar, gave a presentation based a research paper called Easing the Retirement Crisis.  In this paper, Steve highlights the current retirement savings shortfall and reviews a variety of things investors can do to improve their chances of having enough savings to reach their retirement targets.  After all of the behavioral analysis and the statistical modeling, Steve’s number one takeaway was that the most important thing an advisor can do to help its clients reach their retirement goals is to stay invested.  Making up for lost time and missing market rallies is very difficult to make up in the future and often requires having to make other tradeoffs.

At Boyd Watterson, we understand that an advisor’s focus is to help its clients block out noise and remain focused on their long-term investment objectives.  Our fixed income strategies generally are managed with the primarily objective of reducing volatility and drawdowns during negative market environments.  We believe that by providing a stable return path, we are able to increase the likelihood that investors do not sell in a negative market and stick around for the market upside.  By managing portfolios in a way that makes it easier for investors to stay invested, we believe we can help advisors increase their clients’ investment success rate.


The views expressed herein are presented for informational purposes only and are not intended as a recommendation to invest in any particular asset class or security or as a promise of future performance.  The information, opinions, and views contained herein are current only as of the date hereof and are subject to change at any time without prior notice.