We take a “win by not losing” approach to investing.
From our perspective, our clients retain our investment services to best manage their wealth with a priority given to the preservation of capital, along with the goal of growing capital in a manner that does not expose their capital to undue risk.
As a client, you will receive a customized asset allocation recommendation based on our understanding of your investment objectives and risk tolerance. Our objective is to determine your appetite for risk in meeting your investment objectives. We structure your asset allocation with this risk profile in mind, combined with our current outlook for the capital markets and the global economy.
Our investment approach combines proprietary equity and fixed-income investment management solutions with carefully selected separately managed accounts, mutual funds, and exchange-traded funds.
Our proactive advising model means we make the appropriate portfolio modifications based on a changing environment while maintaining consistent communication with you.
Core Models
Our team is a very experienced group, with extensive experience developing sophisticated investment solutions for our clients.
The foundation of most of our client’s portfolios is built around one of our Core Model Portfolios. The Core Models are broadly diversified global portfolios of high quality investments, including U.S. and international stocks, bonds, and alternative investments. We employ an active asset allocation strategy in conjunction with fundamental research to select individual investments. We tactically allocate client portfolio holdings among the various asset classes and market sectors based on our investment committee’s assessment of U.S. and global economic and market conditions, interest rate movements, industry and issuer conditions and business cycles, price performance, and other relevant factors.
Our approach offers investors long-term growth potential and current income by investing in individual securities, mutual funds, and exchange-traded funds. We place an emphasis on high-quality, liquid investments. Both actively managed and passive (index) strategies may be employed. Investment performance, expenses and tax efficiency are monitored on a regular basis to ensure portfolios and underlying investment holdings are appropriate.
