Drake, LLC is an equity management boutique rooted in a practice of executing timeless investment disciplines toward the aim of creating and maintaining enduring wealth for the clients we serve.
Our regiment combines methodical, company-by-company stock selection with a dynamic approach that ﬂexes equity exposure in accordance with our assessment of risk. We seek to maximize returns over an investment cycle with alert portfolio construction and robust down side protection. Our goal is to protect wealth as aggressively as we build wealth. Drake’s managed account structure oﬀers full transparency, within a framework of attentive wealth management.
Drake oﬀers investors equity asset management strategies that deliver
quality investment management through an all-weather approach to portfolio management.
Our investment strategies employ proven, systematic controls in attempt to avoid the common pitfall of becoming emotionally attached to positions.
Every investment decision we make is implemented through an ongoing assessment of factors that may impact the portfolios we manage.
A risk-managed process is used to adjust portfolio exposure between equity and cash to provide protection in demanding market environments.
When risk is elevated, safety is our number one priority. We seek to lower the depth and drawdown from major declines in pursuit of growth.