FIRM INTRODUCTION

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.

An All Weather Approach

Drake offers investors equity asset management strategies that deliver
quality investment management through an all-weather approach to portfolio management.

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TACTICAL, RULES–BASED SYSTEM

Our investment strategies employ proven, systematic controls in attempt to avoid the common pitfall of becoming emotionally attached to positions.

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ONGOING RISK ASSESSMENT

Every investment decision we make is implemented through an ongoing assessment of factors that may impact the portfolios we manage.

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DYNAMIC EQUITY EXPOSURE

A risk-managed process is used to adjust portfolio exposure between equity and cash to provide protection in demanding market environments.

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SAFETY-FIRST FRAMEWORK

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.

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