Nightingale Investment Process

Simple, efficient, and fundamentally based, our equity process applies insights from our research partner, Equity Risk Sciences, to a limited but diverse selection of stocks.

We build concentrated portfolios – 20 multi-cap holdings and about 30 small/mid-cap holdings – because we believe that is the best approach to deliver well-rounded, safe and efficiently researched strategies.

We use a small research team and do our own trading. Each morning, we review research and portfolio holdings in a process meant to continually refresh our watch list of potential buys and to watch for opportunities to add or sell current holdings.

The approach lets us cover a wider range of market caps than some other processes because we spend our efforts only on companies that we would actively consider owning for clients.


Get in touch with us today and let us show you our investment process.