One Capital Management

At One Capital Management we have one clear mission: To assist our clients in achieving their investment objectives at the least risk possible. Inherent in that is a fiduciary responsibility to protect the assets they have accumulated and to provide a level of comfort with their investments in the capital markets. Providing peace of mind is essential in helping clients make the right decisions, especially when their emotions might persuade them to do otherwise

Beginning with a belief that portfolio structure is the single most important element to creating a successful investment portfolio and experience on an after-tax basis, we build customized globally balanced portfolios. Our philosophy is that in order to achieve our clients’ objectives, capital must be deployed around the globe to reach assets with high real return.

We blend active management of global large cap equities with exchange traded funds (ETFs) and fixed income to construction our multi-asset class portfolio. We utilize ETFs as a means to access capital markets and asset classes that enhance the return of portfolios and reduce risk (expressed in terms of return volatility). It is our use of low correlation asset classes and the structure of building portfolios and systematically rebalancing that generates enhanced returns while reducing risk.

The asset classes included in most of our Global Balanced mandate include

- Cash & Cash Equivalents
- Canada Government Bonds
- Canada Provincial Bonds
- US Government Bonds
- Global Investment Grade Bonds
- High Yield Bonds
- Preferred Stocks
- Canada Large Cap Equity
- US Large Cap Equity
- Canada Mid Cap Equity
- US Mid Cap Equity
- Canada Small Cap Equity
- US Small Cap Equity
- Canada Small Cap Equity
- US Micro Cap Equity
- Non-North American Large Cap Equity
- Non-North American Mid Cap Equity
- Non-North American Small Cap Equity
- Emerging Markets Equity
- Canada Real Estate Investment Trusts (REITs)
- US REITs
- Europe and Asia REITs (Developed Markets)

It’s important to note as well, that we hold both growth and value style equity in our portfolios at a 50/50 mix between the two to further diversify the portfolio.

In our efforts, we tailor each account to the particular client’s financial goals, risk-tolerance levels, tax status, and special situations. Our global investment strategies position us to meet client preferences that vary along the risk return spectrum. Combining asset classes in a single optimized portfolio offers distinctly superior performance potential.

The equity allocation is structured to maximize returns while controlling risk. We do this by diversifying the portfolio with assets that have low correlations to one another. As such, we can reduce volatility and enhance returns. The majority of equity assets are allocated in large company stocks and this is enhanced with exchange traded funds to access stocks of smaller companies (including micro-cap companies) and an allocation to emerging markets stocks.

For the fixed income portion of the account: Foremost is safety or principal, while generating a reliable stream of income. History has shown that in times of equity market volatility, bonds prove to the best stabilizer of return, in fact producing real (net of inflation) return during those times.

The low correlation from each asset class drives down volatility, and through rebalancing, actually increases return potential. Tax management along the way assures that our clients keep most of what they earned.

Donald H. McDonald, President
Prior to founding One Capital Management, LLC, Mr. McDonald spent seventeen years as a senior executive with two well established global investment management companies.
Mr. McDonald’s commitment to the investment management and administration of client assets through One Capital Management, LLC is based on a philosophy of structured asset class investing combined with active tax management. Mr. McDonald earned a BA in Economics in 1985 from the University of Manitoba and is a graduate of Ridley College in St. Catherine’s, Ontario

Dan K. E. Stridsberg, Managing Director
Dan has served in various capacities during the last 22 years in the financial services industry, mainly in Europe. His broad experience includes both institutional and private investor markets, across all asset classes; equities, bonds, real estate and alternative investments.
During the first half the 90’s Dan worked for P.R.P Performa AG (Stockholm, Zurich & Vaduz) as a Senior Investment Consultant in Sweden, introducing and implementing a structured asset management operation for large institutions and foundations. His clients included the Nobel Foundation in Stockholm and SPK (the Swedish Savings Bank Employee Pension Fund) Dan was a senior Vice President at Beijer Capital AB (later Servisen AB) in Stockholm responsible for the Asset Management Division. He also headed the Investment Advisor operations servicing high net-worth individuals. In 1985 Dan was elected President of the Swedish Options & Futures Exchange. He has a B.A degree in Business Administration and Accounting from the School of Economics and Commercial Law in Gothenburg, Sweden.

Patrick J. Bowen, Director of Global Asset Allocation and Wealth Management
Patrick is a partner with One Capital Management and directs the firm’s Global Asset Allocation and Wealth Management Practice. Previously, Patrick spent four years as an Executive Director-Investments in the Private Client Division of Oppenheimer & Co. Prior to Oppenheime, Patrick was a Vice President with Bernstein Investment Research & Management (formerly Sanford C. Bernstein & Co., Inc.) for six years. With Bernstein, he was in the Institutional Asset Management division where he worked with some of the firm’s largest corporate, pension, endowment and foundation clients. He then moved to the private asset management practice to apply his investment planning and asset allocation expertise to clients’ particularly complex issues. Patrick earned his Bachelor of Science degree in Economics from California Polytechnic State University at San Luis Obispo. He serves on the Board of Directors of the Juvenile Diabetes Research Foundation.

William Coughlin, CFA -Advisor to Investment Committee
Mr. Coughlin is the Founder and President of Delta Capital Management, Inc. Prior to forming the current Delta Capital Management in 2005, the team worked together at ING, who purchased Mr. Coughlin’s firm Delta Capital Management, LLC in 2003. Prior to forming Delta Capital Management, Mr. Coughlin and his team worked together at Scudder Kemper Investments and it predecessor firm Dreman Value Advisors. Mr Coughlin spent seven years working for NYNEX Corporation. Through 1987 he served as Investment Director for NYNEX’S $12 billion pension fund. In that capacity, he headed investment research, asset allocation and quantitive equity analysis, and managed the fund’s $650 million in-house portfolio. Mr. Coughlin received a BS in 1978 and an MBA in 1979 from Babson College. He is a Chartered Financial Analyst, a member the New York Society of Security Analysts, and served on its membership committee.