Spark Asset Management, a North Carolina registered Investment Advisor, was founded by two like-minded advisors in 2004 and has been managing client portfolios since January 2005. Spark was an early adopter of exchange traded funds and institutional, endowment-style asset allocation models, and currently offer portfolios using both traditional and tactical strategies that we believe are both fundamentally and technically sound.
We have learned over the years that while a buy-and-hold approach to investing can make sense over long periods of time (10-20 years), most clients cannot keep themselves from reacting emotionally during turbulent times. This fact is evident when you consider the average holding period of a mutual fund was 3.27 years in 2010 (Source: Dalbar) In addition, when you look at the “math of a recovery” and realize how big of an impact losses have on a portfolio, it is easy to understand why a methodical approach to risk management is not only prudent, but important. While most of Spark’s assets are managed in some combination of its tactical models, we can create custom allocations and algorithms to manage each portfolio uniquely. From a simple moving average strategy to a more complex momentum and volatility algorithm, Spark can tailor a portfolio to a client’s objectives and risk profile.
Spark Asset Management
413 N. Center St. Statesville, NC 28677
Timothy J Bain
Company Contact Email Address:
Company Website Address:
Company Specialty in the Captive Insurance Industry: