Portfolio Consulting

Mesch Capital Management’s (MCM) insight and solutions help advisors address a broad range of approaches and situations.

MCM’s Portfolio Consulting services assist investment firms, fund managers and financial advisers in perfecting their portfolios by providing expert analytical investment solutions that focus on longer term out-performance. Utilizing proprietary technology and unique data analytics, MCM offers a superior technical filter to help construct and refine any investment strategy. MCM’s portfolio consulting services and expertise include equity selection, asset allocation, portfolio balancing and construction, in addition to customized technical overlay and filtering options. To learn more about how MCM can help cultivate and enhance your investment strategies, please contact our office.

Portfolio Consulting Services include:

  • Equity Selection Process: By leveraging MCM’s technology platform and proprietary equity models, our research staff searches the universe of stocks for those that demonstrate solid technical strength, or a readiness to distribute to new value.
  • Allocation Strategy: Strategic, dynamic, and tactical approaches are offered to create portfolios poised for out-performance.
  • Portfolio Overlay: Building customized portfolios using MCM’s proprietary technical overlay as a value-added technical filter to enhance any existing portfolio model.
  • Coordinated Consultation: MCM works closely with advisors and investment firms to craft appropriate risk-adjusted portfolios using the MCM Methodology and stock scan technology.

View current performance of Invesco’s Insider Buy Portfolio here.
INVESCO LINKThe Insider Buy portfolio seeks to achieve its objective by investing in a portfolio of common stocks that have been identified by Invesco’s “Insider Buy” screen as having experienced insider buying activity and are viewed as exhibiting technical strength within the markets by Mesch Capital Management, the Portfolio Consultant.