Setchfield Asset Management

Setchfield Asset Management advises individuals (including high‑net‑worth clients), retirement plan sponsors, and corporate entities, providing fee‑based portfolio management, model portfolios, sector rotation, asset‑allocation strategies, financial planning, and manager selection and monitoring. The firm offers both discretionary and non‑discretionary management and works with clients to tailor recommendations based on investment goals, experience, and risk tolerance.

SAM combines technical and fundamental analysis—using Dorsey Wright for technical risk management and Value Line and Morningstar for fundamental research—and applies a momentum/relative‑strength process that ranks roughly 25 indexed mutual funds, ETFs, and individual securities and invests in the top ~20% with monthly or quarterly rotation. Portfolio construction explicitly can include options and managed futures (among other instruments), and the brochure discloses the use of derivatives in client accounts.

The firm’s scale relative to its advisory staff is noteworthy: the brochure shows about 250 client relationships overseen by a single advisory team, resulting in an above‑typical client count per advisor compared with peers. SAM also requires clients to custody assets at Charles Schwab (does not accept directed brokerage), aggregates discretionary trades into block executions, and treats non‑discretionary accounts separately for trade aggregation.