Investment strategies developed to meet the goals and needs of your clients
Maple Capital offers a number of proprietary investment strategies to meet the diverse needs of its clients. Strategies can be implemented as a standalone component of a client’s overall portfolio or combined into a portfolio specifically tailored to the unique needs of each client.
Traditional Balanced Strategy –This strategy combines one or more of the equity strategies below with the appropriate fixed income strategy for a given investor. This strategy is suitable for investors seeking a combination of capital appreciation and preservation of capital.
Core Equity Strategy —This strategy emphasizes common stock of high-quality companies with strong market positions, attractive balance sheets, and substantial long-term earnings momentum that are trading at reasonable valuations. This strategy is suitable for investors seeking long term capital appreciation.
Dividend Growth Strategy —This strategy seeks capital appreciation while also providing greater cash flow to clients through a higher dividend yield. It emphasizes common stock of high- quality companies trading at attractive valuations, with a focus on dividend growth potential. We believe that the compounding potential of dividend increases plus future price appreciation will provide attractive total portfolio returns. This strategy utilizes common stocks, real estate investment trusts (REITs), and exchange traded funds and is suitable for investors seeking a balance of current income and opportunity for price appreciation.
ESG Strategy –This strategy emphasizes common stock of high-quality companies with strong market positions, attractive balance sheets, and substantial long-term earnings growth potential that are trading at reasonable valuations. In addition, this strategy also utilizes an ESG (environmental, social, governance) based inclusion / exclusion overlay, with financial returns a key determinant of security selection.
Diversified Equity Strategy —This strategy combines our Core Equity, Dividend Growth or ESG strategies with one or more of the outsourced strategies listed below to achieve a diversified multi-asset class portfolio.
Taxable Fixed-Income Strategy —employs the full spectrum of taxable fixed income securities. Appropriate for tax-exempt investors and investors in low tax brackets.
Tax-Exempt Fixed Income Strategy —focuses primarily on tax-free municipal bonds, with taxable investments added for diversification after considering their after-tax yields. Appropriate for investors subject to high tax brackets.
ESG Fixed Income Strategy – This strategy emphasizes investment grade fixed income securities (government bonds, municipal bonds, securitized debt and preferred stock) selected by utilizing and ESG (environmental, social, governance) based inclusion/exclusion overlay.
External Managed Strategies:
In order to achieve a level of portfolio diversification beyond what can be achieved through Maple Capital’s proprietary investment capabilities, we have selected a number of “outsourced” investments designed to complement our own strategies. These investments include: small-cap equities, international equities, emerging markets, alternative investments and high-yield fixed income. Exposure to these strategies is generally gained through the purchase of either mutual funds or exchange traded funds. In each case, we have performed detailed screening and have identified investment managers with a proven level of success in their niche.