Our approach to Equities utilizes exchange-traded funds in the context of a dynamic asset allocation model.  We employ mean-variance optimization in order to craft portfolios that afford clients the highest possible return for a given level of risk.  Nottingham Advisors remains committed to structuring low-cost, tax-efficient portfolios with equal emphasis paid to managing risk as well as return.

Within Fixed-Income, we take an active approach to structuring portfolios that can meet both the cash flow and liquidity needs of the client, while taking into consideration the prospects for changing interest rates.  Whether we are managing short-term corporate cash accounts or long-term pension funds, our bias is towards high-quality, liquid debt instruments that consistently pay interest and principal in a timely and efficient manner.  We manage across a wide spectrum of debt vehicles including government and agency bonds, mortgages, high-yield, corporate and municipal bonds.

As the Alternative Investment universe has grown markedly over the past few years, so too has our interest and due diligence in this space.  When crafting portfolios, we consider and analyze hedge funds, fund of funds, private equity and structured notes.  Given our sensitivity to overall portfolio fees and expenses, few of these vehicles typically get included in the final portfolio, but occasionally we will incorporate an alternative investment to reduce risk or help manage to a specific return.