At Trust Management Partners our business is developing and managing custom investment portfolios designed to meet the individual risk appetites and liquidity needs of our funding sponsors, member-owners and other key stakeholders. Our experienced team of asset managers, traders and investment managers work closely to strategically align each of the stakeholder's requirements, financial objectives and risk tolerances into an "investing profile" that can be tested, analyzed and implemented as a final portfolio structure ready to produce results specifically tailored to achieve each portfolio's objectives.
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Our mission and focus is on building multi-generational wealth through building portfolios that hold a mix of reliable long-term tangible assets, liquid and income producing assets, as well as actively and passively managed investments. We invest significantly in income generating liquid assets—such as publicly-traded securities—and generally invest in a diverse range of these securities within each of our portfolio's. When doing so we typically use investment practices that are more advanced including strategies such as hedging, short selling and leverage.
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We use both open and proprietary research as well as a combination of proprietary, fundamental and quantitative analysis to create our investment portfolios. The investments made in each portfolio seek to provide capital appreciation and income. Each portfolio is actively managed and seeks to achieve its investment objectives by keeping at least 80% of its allocated assets, plus the amount of any borrowings for investment purposes, invested in the assets assigned to the portfolio. All of which are balanced against specific risk tolerances and designed to stand up to economic changes and market volatility.
We seek to benchmark the performance of our portfolios against key market indexes such as the Dow Jones U.S. Total Stock Market Index, the S&P 500 Index and the iBoxx Liquid High Yield Index. Management expects that each portfolio over its life-time will invest in third-party funds operated by a diversified group of fund managers. These third party underlying fund managers themselves invest in public equity and fixed income securities together with their related derivatives, but also may invest in private companies that do not offer stock to the general public through the use of private equity transactions. Our portfolio managers normally invest in those third-party funds that primarily pursue high income and dividend producing opportunities.
Each of our portfolios is internally developed and professionally managed, and each may include investments in the public equity and fixed income markets, as well as investments in publicly traded companies performing private equity transactions. Each portfolio invests in dividend paying stocks, and invests in both growth and value stocks across a set of diversified market capitalizations. For its equity portions within each portfolio, our portfolio management may invest both directly and indirectly through third-party funds in stocks of companies operating across diversified sectors. For a portfolio's fixed income portion, its portfolio manager may invest through third-party funds which trade in high yield derivatives and non-investment grade securities of varying maturities.
At Trust Management Partners we are committed to creating and managing investment portfolios that are structured to balance risk and needs for liquidity, together with thinking about how to protect each portfolio's assets long-term. This is where our investment profiling, assessment and planning models come into play. It’s the process through which we identify risks and challenges that our portfolios and their individual investments might face, and create a plan and structure to mitigate them while still producing the ROI we need at risk levels we can tolerate.