Providing a personalized approach to the accumulation and preservation of capital.
Enhancing and preserving capital since 1978.
The accumulation and preservation of capital today requires expertise in world securities and currency markets, effective utilization of sophisticated investment tools, and the ability to digest the implications of global economic and political trends on invested assets. Professional investment management may have become far more complex, but fundamental to any successful investment program is effective research and sound judgment. The quality that marks a firm as truly distinctive in its field is the intensely personalized way it customizes these capabilities to each client’s special needs.
Slocum, Gordon & Co. LLP was established in 1978 with these objectives and concerns in mind. Registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940, the Firm is owned by partners who are both collectively and individually responsible for its policies and management. Consistency in our management structure has been the hallmark of the Firm’s history, and retaining our independence has enabled us to avoid the conflicts of interest that seem to pervade Wall Street.
Achieving results without excessive risk.
The cornerstone of the Firm's investment philosophy is a commitment to protect and enhance our clients' capital over time in a conservative and prudent manner. We are especially anxious to preserve capital in those periods when the markets are declining.
This policy revolves around our ability to act as asset managers in the broadest sense. Volatility in the global economy has made it necessary to adhere to a discipline of actively managing funds in varying degrees of stocks, bonds or money market instruments in order to achieve the optimum return at any given point in the economic cycle. In fact, recent analytical studies indicate that asset allocation has become as important as selectivity in achieving superior investment results. We constantly review the asset allocation of our clients' accounts and make periodic shifts to reflect changing opportunity and risk in the various markets.