At Old Dominion Capital Management, Inc., we believe investors benefit from being broadly diversified across many different asset classes, and we strive to increase this benefit by using some asset classes that are not closely correlated. We use broad diversification in an effort to provide high quality portfolios that combine lower degrees of volatility with reasonable long-term results.
In service to your personal goals regarding return and regarding risk avoidance, we offer four distinct categories of investment strategy: conservative growth, moderate growth, growth, and aggressive growth. We also customize our investment solutions to account for individual circumstances.
Our Investment Process
Because your financial picture is unlike any other, we begin by helping you define your investment objectives and constraints. This process helps us build a personalized strategy -- a working template that will evolve with your changing financial needs and circumstances. Your written investment policy statement will specify your investment objectives, risk tolerance, expected cash flows, asset allocation, and any special circumstances. We will reach out to review and update your investment policy statement together at least twice a year to ensure it remains consistent with your current goals.
As an individual investor, your assets are held in your own name at a third-party brokerage firm, typically Charles Schwab & Co, Inc., where we have a very good service arrangement through their institutional support operation. The brokerage firm delivers account statements on a monthly basis and provides online account access via its website. Your updated account information is also available 24/7 on our own website, and Old Dominion Capital Management, Inc. will also provide you with a personalized quarterly account statement as well as our periodic newsletters, which provide our own perspective on current market conditions and our strategy.
Our Commitment to Technology Leadership
As a firm, we are committed to being industry leaders in leveraging technology to deliver effective, efficient service to our clients. We have implemented new technologies to drive efficiencies across our investment research, portfolio management, and trading platforms. While we have the capabilities of many larger firms, our smaller relative size allows us to provide a level of personal service and attention to clients that is sometimes difficult to find in many organizations.