Investment advisory
Disciplined Process
Prudent asset management goes well beyond allocating assets into different investment vehicles. It encompasses an entire process that includes in-depth and ongoing assessment, as well as thoughtful and personalized planning. We employ a continuous and dynamic wealth management process to help ensure our strategies align with each client's evolving goals.
asset allocation: Strategic and tactical
We believe that diversifying investments across multiple asset classes is central to successful investment management. By measuring the historical valuation of various asset classes and evaluating current global market conditions, we formulate a view of the absolute and relative attractiveness of strategic asset classes. This process and perspective allows us to underweight or overweight asset classes based on their fundamental attractiveness to meet the individual objectives of our clients.
manager evaluation
Our independent approach to investing allows us unlimited access to investment managers. To streamline the selection process, we use a rigorous and thorough methodology. We attempt to identify managers who can beat their benchmarks while minimizing risk. We use both quantitative and qualitative evaluations to analyze and report on our investment managers. We also place significant emphasis on optimally combining different managers in client portfolios to further enhance diversification. For situations where we are unable to uncover a manager who meets our demanding standards, we invest in passively implemented index strategies. We have access to institutional-class investments not commonly available to retail investors.
portfolio management
Once your investment plan is developed and an investment objective established, we customize your portfolio(s) using our select-list of investment managers. Each portfolio combines your specific risk/reward profile with your stated objective of growth, income or capital preservation. We continuously monitor each investment manager to capture opportunities and to minimize risk. If a certain investment fails to meet our standards, then that investment will be replaced with one that we believe could better help you to achieve your goals.
Contact us to learn more about our investment advisory services.
Contact us to learn more about our investment advisory services.