Investment

Investment

As disciplined, independent advisors, we construct and manage long-term portfolios to meet the specific risk/reward profile of each client.

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RIsk-Managed Approach

We strive to deliver competitive risk-adjusted, after-tax returns.

We believe what is most important is not what you make but what you keep. Therefore, we focus on capital preservation, limiting portfolio volatility and drawdowns through risk management, asset allocation, and manager selection. In this way, we strive to protect clients wealth during different market conditions.

Dedicated Investment Team

We have a dedicated investment team composed of experienced professionals who have developed a broad aptitude investing in a variety of different asset classes, strategies, and vehicles both domestically and internationally.

The team conducts the ongoing due diligence, portfolio reviews, and monitoring of our investment managers and strategies. We are disciplined about reviewing individual managers, financial markets, and global economies. We utilize a multitude of investment resources and analytical tools to discover opportunities.

Active Asset Allocators

Diversification is the cornerstone of our investing strategy.

We balance risk versus reward by allocating toward different asset classes in our clients’ portfolios based on their risk tolerance, goals, time horizon, and other life factors. We monitor and adjust investment allocations to maintain a well-diversified portfolio to align with evolving client situations as well as remain proactive in the marketplace.

Expansive Global Access

Since we are not constrained by off-the-shelf products or restricted to traditional investment structures, we are able to pursue a wide range of strategies best suited for an investor.

As a fee-only advisor, we are free from conflicts of interest in deciding whether to employ a particular manager or strategy within our clients’ portfolios. We have the capability to invest in a variety of asset classes on a global scale – including equities, fixed income, alternative investments, real estate, and private equity – to help reduce risk and enhance returns. We also offer access to a variety of institutional investments that are often unavailable to the individual investor.

Comprehensive Due Diligence

Investment selection and oversight are rigorous and continuous.

Our investment team follows a systematic manager assessment and evaluation process, executing due diligence throughout a manager’s tenure. Our goal is to identify manager risk and performance so we can understand their portfolio contribution and limit volatility. We perform monthly statistical updates as well as in-person meetings with management teams throughout the year, from London to Hong Kong to South America. We review managers across a broad spectrum, analyzing many factors including historical returns, volatility, experience, style, drawdowns, turnover, and operational procedures.