WHAT WE DO

We manage your investments in-house at Nightingale. We use the reliable risk assessment tools to help set your allocation between bonds and stocks and use those tools to manage the equity part of your allocation. We believe in active management rather than mimicking the market.

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HOW WE DO IT

We use the inputs from our research partner Equity Risk Sciences to assess risk in the market as a whole and in the individual stocks that we choose for client portfolios. Our experienced team assesses every company’s fundamentals, risks and portfolio weights before making an investment.

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WHO WE SERVE

Lawyers, Public Company Directors, Families and Institutions seeking a safer investment approach. We partner with Wealth Managers and Financial Advisors to provide a differentiated investing experience for their clients. We are here to protect your capital and to grow it in the safest way possible.

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Active Management

Passive investing is like buying the whole carton of eggs including the broken ones. We create purposefully concentrated investment strategies that can reduce risk and generate safer returns. Broken eggs and impulsive investments aren’t our thing.

We Work With Your Advisor

Tell your financial advisor about us. Our concentrated equity approach and asset allocation strategy could be an important part of your long-term financial plan. We’d love to partner with your advisor so can help them do what they do best.

Safe Doesn't Mean Slow

We strive to protect your money and not lose it to risky propositions or risky markets. In the long run, money compounds faster if you don’t need to spend a lot of time making up for big losses. Understanding risks makes for prudent investing and good results.

We don’t predict markets. We analyze risk.

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OUR PEOPLE, PRACTICE AREAS & PUBLICATIONS

“We believe in active equity management and we believe it’s best done when it combines the most effective parts of quantitative and fundamental research .”

Douglas Burtnick • CIO
“Growth and value aren’t actually opposites. High and low possibility of loss – those are opposites”
Douglas Burtnick • CIO
“Predicting markets makes for good tv. Assessing risk makes for good investing.”
Douglas Burtnick • CIO
“It’s tough to make predictions about the future.”
Yogi Berra

IS IT SAFE OR IS IT RISKY?

Every investment starts with that question. Our research partner Equity Risk Sciences provides the tools to analytically make those initial assessments before we even look at a company. There are times when the odds of large losses are low, and others when the odds are much higher. Our job is to assess those conditions, determine whether a loss might be big or small, and to take into account everything we can learn about the company.

EQUITY RISK SCIENCES

Our partner company, Equity Risk Sciences, provides institutional investors with proprietary risk analytics derived from forensic accounting, data science and the creative application of decades of real world investing experience. Their technology tools to help protect our clients’ capital from losses and to grow it when the opportunities present themselves.

WHAT WE THINK ABOUT RISK

In finance, volatility equals risk and returns are randomly distributed. We understand that view, but we believe the actual risk to consider is the probability of losing money when investing in a public company or the stock market. Our tools help identify when the risk of loss is higher and when it’s lower. We use that info to build what we believe are lower risk portfolios. They look different and perform differently from the “market” because they are supposed to. When the market is risky, our aim is to be in less risky stocks.

LET’S WORK TOGETHER

Let us show you our approach. We’ll walk through your current investments with you and we can decide together if your legacy and family could be better protected with the way that we do things.

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