Portfolio Management Process/Idea Generation Process
All investment decisions are based on internally generated research from our affiliated research service, Boyar’s Intrinsic Value Research.
We view portfolio management as a dynamic process and take a personalized approach to constructing and managing client portfolios. Boyar Asset Management does not believe in “model portfolios,” or adding a security to new accounts just because it exists in other portfolios at our firm. A client’s portfolio is based on individual circumstances and goals. Because of this approach, an account that we have managed for one year or longer could conceivably hold a completely different portfolio of stocks than one we begin managing tomorrow.