Who we are

Navigating the financial landscape can be a treacherous, yet profitable, endeavor. In order to minimize the pitfalls, many rely upon professional guidance.

At du Pasquier Asset Management we specialize in assisting the high net worth client and the small to mid-size institutional marketplace by providing customized portfolio management processes that derive from our proprietary quantitative investment methodologies.

Wall Street has always suggested that uncovering value requires abandoning prudent, risk averse strategies. We believe that portfolios can succeed through diversification: diversification of risk, diversification of asset classes, diversification of discipline. In fact, we believe that asset allocation plays a more important role in portfolio capital gains potential than does any individual security within that portfolio.

This top down perspective lends historical credence to the notion that market volatility can be diminished by asset balancing and following longer term demographics than by following the influences of daily current events or manic market psychology. We meet and satisfy our client concerns through the collective wisdom of our Investment Policy Committee team representing over a century of Wall Street experience.

The right professional money management organization should be prepared to relieve its clients of the burden and uncertainty of the day-to-day contingencies that might affect net worth security and growth potential. du Pasquier Asset Management offers proficiency in growth, value, and balanced equity investment strategies as well as fixed income stewardship for private clients and institutional and corporate cash management. Each approach can be customized to meet the risk/reward requirements of our clients to insure that portfolio balance is suitable for that need.