Richard Howard Stevens

Willow Street Advisors offers customized investment management solutions that are designed to meet clients' financial goals and risk tolerance. The firm's capabilities include proprietary portfolio management, open architecture (separately-managed external manager accounts) and hybrid approaches. In addition, Willow Street Advisors offers access to alternative asset classes to provide further risk diversification. The firm's equity investment approach is based on their assessment of the fundamental economic environment. Key considerations include domestic and international economic data releases, demographic trends, tax and legislative policies. Willow Street Advisors select individual mid-cap and large-cap stocks based on their evaluation of capital appreciation potential and income contribution. Though not limited by sector, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, health technology and finance sectors. Their fixed-income investment process employs a top-down strategic approach that seeks to add incremental return by anticipating interest rate trends and capitalizing on bond market inefficiencies. Willow Street Advisors uses fundamental economic analysis to evaluate cyclical and secular interest rate trends, along with constant evaluation of global data releases. They also conduct yield curve analysis and yield spread analysis to select the most appropriate instruments and maturities. Willow Street Advisors also offers investment solutions utilizing an open architecture platform. They coordinate diversified investment programs across multiple asset classes using specialist investment managers. Third party managers are carefully selected and subjected to due diligence and monitoring to ensure consistent quality. Diversified portfolios are constructed using outside managers that have differing approaches to achieve optimum risk/reward results. The firm offers access to alternative investment opportunities such as hedge fund and private equity fund strategies to qualified investors who seek further diversification and can accept possible higher risk for the opportunity of higher return. Willow Street utilizes quantitative and qualitative analysis with the goal of increasing diversification, managing risk and enhancing the probability of consistent returns.

Functions as a College/University

Functions as a College/University

DBK offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm creates an Investment Policy Statement for each client, and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation.