Simple Truths About DeMoss Capital
We believe that the relationship between manager and investor should be transparent. So these are commitments that we make to each client.
We Always
- hold truth to be of the highest value.
- remember that you, as an investor, should have the freedom to keep your portfolio, your personal goals, and your personal commitments in sync.
- inform and educate, offering increased understanding of how the market works and how we are making it work for you.
- evaluate both return and risk, and their impact on your short and long term investing.
- consider opportunities based upon the global business, financial and political environment, as well as quantitative and statistical analysis.
- apply sound reasoning and solid research before an investment is undertaken.
We Never
- forget that every portfolio is driven by needs, then desires, then hopes. We work hard to attain hopes and desires, but first to ensure needs.
- make investments merely because other investors are buying or the media says we should; instead, we have a predefined strategy and use it as the measure for every decision.
- make investments on a whim; instead, we do diligent research as part of a long-term investment plan.
- lose sight of the fact that we are investing a client's money, and that we have been placed in a position of trust.
The highest standards of professional excellence are our company baseline. Every investment manager at DeMoss Capital is required to be a Chartered Financial Analyst (CFA) charterholder.
The CFA charterholder designation is the international mark of leading investment professionals who have passed stringent examinations in:
- Ethics & professional standards
- Quantitative methods and statistical inference
- Economics
- Financial statement analysis
- Corporate finance
- Analysis of investments including stocks, bonds, derivatives, venture capital, and real estates
- Portfolio management and analysis including asset allocation, portfolio risk, and performance measurement
Every CFA charterholder is also annually required to sign a professional conduct statement agreeing to abide by a stringent code of ethics.