Shana Ardelle Moffatt

Sirach believes investing in companies with accelerating earnings and purchased at reasonable prices will result in portfolios that outperform their benchmarks over time. They identify companies that fulfill their philosophy using three broad investment disciplines: quantitative, technical and fundamental analysis. Starting with a proprietary company ranking system, they segment the universe of investable companies with a series of fundamentally defined quantitative data. Taking the best of this group, Sirach then applies price analysis that helps identify companies with favorable price patterns. Finally, the most attractive companies are further analyzed along key fundamental basis before they are added to the portfolio. After an issue has been acquired, they protect their clients' capital by identifying a review point for each issue. If a stock dips below its review price, Sirach evaluates its future in the portfolio. They also carefully track each issue against its earnings characteristics to be sure it retains the key elements they believe necessary for companies to outperform. If they do not, they are sold. Sirach's fixed-income management process analyzes a broad range of market and portfolio variables to maximize their clients' total return while holding the risk level to a minimum. Their fixed-income managers guide investment decisions regarding portfolio duration, maturity structure, sector weightings, issue selection and trading. The firm's trading desk provides the team with timely information on market values and short-term market anomalies. They negotiate the best buy and sell prices available in the marketplace. Sirach strives to reduce risk in client portfolios through asset diversification as well as duration and term structure management, sector rotation, credit quality and industry selection. They constantly monitor client portfolios and holdings, adjusting them to current market conditions in order to capture incremental total return opportunities.

Sonata’s investment approach begins with an understanding of their client’s specific needs, goals, and investment preferences. With this foundation, they focus on the four controllable factors that drive long-term investment results: (1) Strategic Asset Allocation, (2) Broad Diversification, (3) Researched Assets and Manager Selection, and (4) Disciplined Rebalancing. In most cases, portfolios consist of broadly diversified market investments in US and International Equities, Fixed Income, and Cash equivalents.

Functions as a College/University