Our Investment Approach
Your investment portfolio is designed to achieve important short- and long-term objectives. We use seasoned judgment to develop and implement an investment strategy to fit your needs and protect and enhance your wealth.
We don’t chase after hot stocks or market sectors; Instead, we thoroughly analyze how to best combine a variety of investments and investment strategies, attempting to minimize your risk and maximize your return. For some of our portfolios, we use Modern Portfolio Theory (MPT), a Nobel Prize-winning investment strategy, that efficiently diversifies portfolios to reduce risk.
We create dynamic portfolios using quantitative solutions that emphasize assets with strong and persistent trend and momentum characteristics, while maximizing diversification and minimizing total portfolio volatility. The strategy holdings will adapt regularly across a diversified basket of asset classes attempting to deliver steady growth.
There’s almost always a strong market somewhere in the world, even in the depths of the global financial crisis (see 2008 to the left).
Our Investment Process
Our five-step process for the development, implementation and monitoring of your portfolio includes the following:
Establish Your Goals
We help you identify and define your needs today and long-term financial goals in order to thoughtfully craft an investment portfolio suited to your unique situation.
Evaluate Your Tolerance For Risk
Recognizing that different clients have different views of financial risk, we apply various quantitative and qualitative methods to help determine individual risk tolerance as well as your capacity for risk.
Design Your Investment Portfolio
When constructing your portfolio, your time horizon, risk tolerance, risk capacity and liquidity needs provide the framework for our portfolio investment decisions.
Select Investments
We thoroughly analyze how to best combine a variety of investments and investment strategies, attempting to minimize your risk and maximize your return.
Manage Portfolio and Monitor Investments
All investments and investment strategies are monitored daily.
Advice Aligned with Your Interests
We believe that providing investment advice is a separate and distinct business from the selling of investment products. As a registered investment adviser, we owe a fiduciary standard of care to our clients, meaning it is our job and legal mandate to act in the sole benefit of our clients. We do not receive commissions on any of the investments we recommend.
Our fee-only compensation model provides you with peace of mind that you are being served, not sold to, and provides our clients with the highest level of personal integrity in our work.