Research
The “Witter Investment Process” is a time tested method. Research is the most important aspect of making wise and prudent investments. We implement a systematic investment process which is integral to the construction of our portfolios which include:
- Internally compiled company and industry reports
- Sector-specific metric valuations
- Continual review and optimization of holdings
- Risk mitigation through quantitative modules
Trade and industry conferences lead to new ideas which are supplemented by investor meetings with the management and executives of the companies that may be potential investments for William D. Witter.