Heather Montoya's Contact Details

Heather Montoya's Company Details

Stringer Asset Management LLC

Memphis, TN, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Stringer Asset Management is a group of investment professionals that have worked together for nearly a decade managing money through both calm and turbulent markets. Our investment philosophy is founded on proven diversification methodologies but also addresses many behavioral finance issues. These issues can cause both individual and institutional investors to fall short of achieving the potential returns presented by the financial markets and, as a result, fall short of their own spending/distribution needs.» We pursue global investment opportunities beyond the traditional "style box" approaches. We implement our investment themes primarily utilizing exchange-traded funds for diversification, specificity and cost control.» We anchor our portfolios with strategic asset allocations that are based on our proprietary capital market expectations for the next 3-5 years.» We complement our strategic asset allocations with tactical asset allocations that attempt to take advantage of the near-term opportunities that exist in every market.» We overlay our proprietary cash indicator to help identify periods of time when it may be advantageous to temporarily raise our cash allocation to 25% or 50% of the portfolio so that we might be able to redeploy the cash in the future at lower market valuations.