Investment and Portfolio Management

We work individually with each client to develop a long-term investment strategy tailored to their specific objectives and risk profile. With a well-diversified portfolio of investments, our clients seek to achieve the proper balance between risk and returns that allows them to invest with confidence.

Although each portfolio is client-specific, they are all created utilizing the same, disciplined, rules-based approach:

Step 1: Assess your goals and current portfolio

Utilizing science-based risk assessment tools, we analyze your objectives, current asset allocation and portfolio risk to see how well they are aligned with your financial personality.

Step 2: Establish long-term investment objectives

Based on your risk profile and time horizon, we work with you to establish specific objectives and targeted investment returns.

Step 3: Create your asset allocation

Based on your investment style preferences we can choose from a variety of asset allocation models that seek to achieve proper diversification targeting your expected return.

Step 4: Construct your portfolio

Utilizing valuation, fundamental, technical, sentiment and macroeconomic research from eight of the top independent research firms from around the globe, we select the specific investment options to be used in constructing your portfolio.

Step 5: Monitor and measure portfolio performance

We monitor your investment portfolio and provide you with quarterly performance reports. At least annually, we conduct a complete portfolio review to determine if it is still aligned with your objectives and financial personality. If needed we will recommend that your portfolio be rebalanced to bring your asset allocation into alignment, or adjusted to meet new economic realities.

If you’d like to learn about your financial personality or portfolio stress testing click the buttons below

Financial Personality Portfolio Stress Testing

_{*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.  Asset allocation does not ensure a profit or protect against a loss.}