Meredith Cabell Jones

Functions as a College/University

Functions as a College/University

Moloney Securities Asset Management employs a fundamental, value-oriented investment approach. Their process focuses on each company's fundamentals, seeking to account for its industry dynamics and macroeconomic conditions. The firm selects companies for investments that are trading at a discount to their perceived intrinsic fair value. Moloney seeks companies that are operating in an environment where that value can be realized by the market within 1 to 3 years. The firm can customize portfolios to meet clients' specific needs. This may include limiting their investments to specific asset classes, company size or bond rating, accommodating social investing concerns and using tax efficient strategies. The investment strategy for a specific client is based upon the objectives stated by the client during consultations and in the written advisory agreement. The client may change these objectives at any time. Each investment advisor uses their own investment strategy which may or may not be consistent with Moloney's other investment advisors. Strategies may include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing (including covered options, uncovered options or spreading strategies). Reverse convertible notes, leveraged ETF’s, index-linked CDs and other structured products may be used with a client's specific approval and evidence of the client's understanding of the complexity and risk associated with such products.

MSAM utilizes experienced investment management talent to create a custom portfolio that blends his or her own investment expertise with client’s unique individual needs.