INVESTMENT APPROACH
Define and Understand Your Goals
Develop a Formalized Investment Policy Statement
Portfolio Construction
Ongoing Review
We strive to learn more about your long-term goals, including income needs in your lifetime or the desire to leave a legacy to future generations.
We will develop a formal written Investment Policy Statement that reflects your objectives and constraints.
We will create a tailored asset allocation based on your risk tolerance, goals, and objectives, and provide specific recommendations from both active and passive investment options.
We regularly review your goals, objectives, and spending policy to ensure your portfolio aligns with your plan. We are available for meetings or calls as needed, and we will meet at least semiannually to review portfolio performance, asset allocation, market outlook, and developments.
OUR INVESTMENT PHILOSOPHY
As an investment team, we have coalesced around the following core beliefs that will inform our decisions as related to our asset allocation, manager selection, and model portfolios.
Investing with a Client Lens
Our investment approach is client-centric; we tailor portfolios to individual objectives, income needs, and risk tolerances.
Resilient Model Portfolios
Our model portfolios are designed to provide broad diversification and include in-house bond trading and portfolio management.
Extraordinary Reach
Our world-class alternative asset expertise offers access to private assets and innovative solutions.
Keen Focus on Value
We focus on net returns, and investment costs are always a key area of scrutiny.
Focusing on the Long-Term
We believe that most investing should have a long-term time horizon and discourage frequent turnover or “churn”.
Knowledge is Power
We provide education on asset classes, market conditions, and portfolio positioning, with multi-media content for all preferences.
MARKET COMMENTARY
Our experienced Investment Team is here to help you navigate the inherent volatility of financial markets by focusing on a disciplined, long-term strategy while avoiding the traps of panic and euphoria that can negatively impact your wealth plan. Read their latest investment insights in the articles below.