Investment Management

Unlike many firms, Signet Financial Management manages portfolios using in-house research and portfolio management. Because we rarely use outside managers, we can manage your money at a lower cost to you. This can translate into higher returns over time.

We help you think through your most pressing investment-related issues and build portfolio solutions for any market environment. In developing your investment strategy, we start with an in-depth process of discovering who you are, what your priorities are, and what you want to achieve. Then we apply our skill and experience to manage investment solutions that best fit your unique needs.

Signet provides investment strategies for individual investors, 401k plans, advisors, endowments and foundations, pension funds and family offices.

Disciplined Investment Philosophy

Our investment team believes that a disciplined, analytical process—grounded in academic theory and fundamental research—drives success in the long-term.

We use evidence, data, and logic to make investment decisions. We structure your portfolio based on years of market research and a deep understanding of the dimensions of risk that reward investors over longer (10+) periods of time. We don’t participate in guesswork, predictions or market timing.

We use a proprietary, quantitative stock ranking system—which we call factor investing—to evaluate investments across an extensive group of factors, including value, size, quality, momentum, and safety.

Institutional Approach

Signet brings a sophisticated, institutional framework to investing for you. We may adjust asset class exposure to avoid undue risk and attempt to take advantage of attractive areas of the markets.

We seek positive growth—alpha—by actively managing a portfolio consisting of individual U.S. and global securities.

We first look to forecast changes in the macro cycles in the market. This is top-down analysis. We strive to build upon the groundbreaking works of Eugene Fama and Kenneth French, William Sharpe, Bruce Jacobs and Kenneth Levy and other recognized figures in the world of finance. We live in a complex world where multiple factors impact market dynamics and security prices. Looking at a single factor is not enough.

We then look to rank individual securities—also called bottom up analysis—based on the best factor mix, which would work across different investment regimes. For your equity portfolios, for example, we start with a broad universe of approximately 3,000 stocks, narrow the universe to about 300 of the best prospects. Only about 30 to 40 stocks may make it into your highly selective and concentrated portfolio.

Strict Risk Management

We believe you should only accept as much risk as necessary to achieve your financial goals. We look to custom design your portfolio for more than the pursuit of returns – we also look to eliminate undue risk.

Because risk is a necessary part of investing, it is essential to manage those risks and find the right balance between risk and expected return for you.

We offer a comprehensive risk assessment to help you identify, understand, and quantify sources of risk. We ensure that the assumption of risk is intentional and consistent with your investment objectives.

Portfolio Solutions

We work with you to design an investment strategy that is integrated with all aspects of your financial life. We offer a range of separately managed accounts to help you reach you goals.
  • EQUITY

    We build stock portfolios to seek capital appreciation for investors who have a long time-frame.

    Strategic All Equity

    A focused portfolio of individual stocks reflecting our views of future risk-adjusted return potential. We combine quantitative and qualitative analysis to hand pick individual stocks with a unique blend of value, growth, quality, trend, safety, and size factors.

    Strategic Dividend Equity

    A focused portfolio of dividend paying stocks that are attractive within our multi-factor framework. Since the strategy typically invests in stocks that pay consistent dividends, the portfolio tends to favor large- and mid-cap companies with a value tilt. The strategy may be appropriate for investors who have a long-term investment goal and a tolerance for stock market volatility.

    Enhanced Sector Rotation

    An actively managed exchange traded fund (ETF) allocation for investors who are seeking growth of principal over time and who can accept stock market volatility. We proactively pursue opportunities and tactically rebalance monthly seeking to maintain a consistent risk-adjusted portfolio.

  • INCOME

    We manage portfolios of individual bonds to help manage risk and generate income

    Bond Plus

    A core bond portfolio for investors who are uncomfortable with short-term risk and seek capital preservation, liquidity, and current income.

    Strategic Bond Income

    A multi-sector bond strategy targeting numerous sources of income. We have flexibility to pursue opportunities throughout global bond markets and seek consistent and sustainable income while managing risk.

    Income Opportunity

    This flexible portfolio may invest in global stocks and bonds, as well as alternative income asset classes—preferred equities, real estate investment trusts, master limited partnerships, closed-end funds, business development companies, mortgage REITS, and options strategies. The strategy may be appropriate for investors seeking high income, with a longer time frame and tolerance for risk.

  • ASSET ALLOCATION

    Our most broadly diversified portfolios may include U.S. and foreign stocks, bonds, and alternative investments.

    Conservative

    For investors who seek current income and some capital appreciation with lower risk tolerance.

    Balanced

    For investors who seek growth and income who can accept moderate volatility.

    Moderate Growth

    For investors seeking growth of principal over time and who can tolerate some stock market volatility.

Let's Get Acquainted

We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.
Contact | Careers | Disclaimer | Client Login
© 2018 Signet Financial Management, LLC
Site by Sondhelm Partners

Main Office


400 Interpace Pkwy
Building C, 2nd Floor
Parsippany, NJ 07054