Alan H. Mueller

Partner Bank is an active investor and manages portfolios invested in global equity, real estate, fixed income and alternative instruments. The firm has a value-oriented style and utilizes a “core-satellite” investment strategy which allows customers to keep the core of their nest-egg in the form of cash, savings deposits and material assets, supplementing this basic provision with high-quality bonds, broadly diversified blue-chip stocks, elite funds, property and physical gold. These “satellite” investments also allow investors to participate in global megatrends and industries and markets of the future. Partner Bank has a top-down market approach, focusing first on macroeconomic research before selecting industry sectors they consider to be most appropriate. The firm also engages in stock-picking, a process they base on both in-house and outsourced fundamental analysis.