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    EQUITY PROCESS

    KNBT Wealth Management tailors portfolios in accordance with client objectives using a core style with a focus on best relative value. We utilize a team approach that blends the growth and value styles of investing. The objective is to outperform the S&P 500 over a full market cycle.

    EQUITY INVESTMENT SELECTION COMMITTEE
    Our integrated, interactive team approach follows the top-down approach in order to outline our current investment thesis. Our research analysts carefully review the current global economic cycle, interest rate environment and financial markets to determine which industries should outperform the major market averages.

    KNBT Wealth Management's portfolio managers and research analysts oversee each equity investment selected to meet the unique needs of the individual client. These portfolios generally meet the following criteria:

    • U.S. Exchange listed
    • Large and mid-market capitalization and industry leaders
    • Minimum S&P rating of A
    • Strong growth history of consistent earnings growth

    KNBT Investment Management: The Selection Process

    Core Equity Selection Process
    To arrive at the stock selections recommended to meet each client's individual growth goals vs. risk tolerance, the members of the Equity Investment Selection Committee proceed with a disciplined process detailed in this flow chart.
    Russell Prime Index
    • Broad Market Coverage
    • Identify broad universe of 200 to 250 stocks applicable to client's general requirements
    Filter to 50 to 60 stocks with best criteria for:
    • Financial Strength
    • Ability to Pay/Increase Dividends
    • Consistent Earnings Growth
    • Attractive Valuations; P/E, P/B, etc.
    Quantitative Research
    KNBT Investment Management Select List
    Analyze each stock selection using these factors:
    • Review of Financial Findings
    • Brand strength and/or position for growth in their particular market niche
    • Strength of management teams and current market factors influencing future outlook
    Client Portfolio:
    • Selected stocks and bonds that provide best fit for client growth goals and risk tolerance levels
    • Diversified across S&P 500 weightings





 
KNBT Wealth Management Group
1620 Pond Road
Allentown, PA 18104-2255
Phone: 610-366-9934 | Fax: 610-366-9939