Total Return Strategies

“Investment is most intelligent when it is most businesslike” - Benjamin Graham
INCREMENTA is our family of sustainable total-return strategies. Sustainability is at the core of INCREMENTA; we believe growth can be achieved without sacrificing one’s governance, and prioritizing environmental needs, and social values. As part of our investment process, we carefully seek to minimize social or environmental effects, while managing risk by limiting certain exposures. We also proactively support socially-conscious and eco-friendly practices, and enhance the potential for long-term competitive financial returns. Finally, contained in INCREMENTA are investments that advance positive, measurable social and environmental outcomes, which target opportunities where the impact is intrinsic to financial performance. Our INCREMENTA strategies are created with a risk score tied to the risk and return potential of each portfolio.

Within INCREMENTA are three tiers: 3, 5, 7.

INCREMENTA seeks to minimize exposure to controversial business activities, and prioritize investing in companies that embrace high environmental, social, and governance (ESG) standards. We have a solution for every sustainable investor.

"Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1."
Warren Buffett

Why Us

  • Customized Portfolios
  • Science, Not Guesswork
  • Expertise Matters
  • Discipline and Flexibility
  • Long-Term Focus
  • Limited Taxes

Investment Excellence

Using a disciplined growth-and-income investing approach, we use independent analysis to select the most promising opportunities at any point in a market cycle. And unlike other advisors, we can explain to our clients exactly why their portfolio holds each specific investment. We never invest clients' money on a hunch, and we never blindly follow the lead of others.

The Power of Choice

Selecting a financial advisor is one of the most important decisions that individuals and families will make. If your criteria for choosing an advisor include the highest levels of expertise, independence and integrity, we invite you to learn more about us.
© Cybele Capital Management, LLC.   ADV   |   Disclosures
Securities offered through Charles Schwab. Member FINRA/SIPC.
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