Process

  • Analyze existing investments and discuss appropriate long-term strategies
  • Select a custodian based on client priorities*
  • Take after-tax consequences into consideration before doing any transactions
  • Invest cash as market risk dictates instead of automatically placing into a cookie-cutter model
  • Buy stocks that meet our strict fundamental criteria within strongest relative strength areas
  • Use low-fee and commission free ETF's or closed-end funds selling at a discount to NAV in order to help diversify and lower portfolio volatility
  • Hedge through inverse funds, tactically large cash positions and options when top-down models point to elevated market risk
  • Our alternative income strategy utilizes closed-end funds, high-yielding equities, limited partnerships, royalty trusts and bonds to produce portfolio income
  • Educate clients and provide clarity into our investment philosophy via our Starboard Weekly Report posted to this website at the end of each week
  • Provide transparency through monthly statements from client's independent asset custodian, quarterly performance reports from Starboard and online access to all investment accounts
  • Continuously assess portfolio and market risk through in-house models and macro-economic research
   *  Our primary custodian relationships are with Raymond James Financial and TD Ameritrade
        Institutional.   Starboard has no direct financial affiliation with these firms

Spotlights