M. L. Ballew and Doug Dale, principals of Security Ballew Wealth Management, have formed a new global macro asset management firm, Consilium Capital.
The founders of the new firm said that strategy of Consilium Capital will centre on a high level assessment of the global economy. This process was developed to capitalize on undervalued assets and take defensive positions in overvalued assets in accordance with the investment committee’s model.
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"Our investment management approach emphasizes the protection of investor capital as a goal of equal importance to strong total returns," Ballew said.
"We structured Consilium Capital to provide the flexibility required to manage assets more nimbly via one account in response to potentially fast changes in global market conditions," he added.
Consilium’s portfolio is expected to range from a completely hedged equity and long fixed income portfolio to a 100% globally diversified equity portfolio.
Ballew and Dale share combined investment management experience in excess of 60 years. Both serve in their parent company’s SEC registered investment advisory firm that manages assets for individuals, foundations, ERISA plans and institutions.
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