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Investment Management2018-10-26T17:09:44+00:00

As disciplined, independent advisors, we construct and manage long-term portfolios to meet the specific risk/reward profile of each client. Our transparent approach to investing makes our advantages clear. We are open in our decision-making and our purpose. The bottom line: we grow when our clients do.

OUR PHILOSOPHY

OUR PHILOSOPHY

We believe the goal of investment management should not be driven by what you make but what you keep. We strive to deliver tax-efficient returns by constructing diversified portfolios designed to preserve capital and limit volatility through risk management, asset allocation and manager selection.

INVESTMENT CONTINUUM

The investment continuum represents our on-going and continuous investment management process. The process starts with Assessment to determine your goals and objectives, moves on to portfolio construction with Allocation, Execution and Management and then on to monitoring and rebalancing through Enhancement, where the process starts over at Assessment to ensure we are meeting your specific goals and objectives.

Investment Continuum

01
Assessment

We balance risk versus reward by allocating toward different asset classes in our clients’ portfolios based on their goals, risk tolerance, time horizon, and other life factors. We maintain flexibility with each client in order to best meet their evolving goals and objectives.

02
Allocation

Diversification is the cornerstone of portfolio allocation and 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 offer access to a variety of institutional investments that are often unavailable to the individual investor.

03
Execution

We utilize an open architecture platform, meaning we are not constrained by off-the-shelf products or restricted to traditional investment structures, allowing us 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.

04
Management

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. The team completes periodic strategy updates as well as in-person meetings with management teams throughout the year, from London to Hong Kong to South America.

05
Enhancement

Investment management is not static but rather a proactive and dynamic process. As such, we monitor and adjust investment allocations and strategies to maintain a well-diversified portfolio designed to align with evolving market conditions and client situations.

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INSIGHTS AND EDUCATION

Quarterly Review: Third Quarter 2018
The Big Picture: 3Q 2018
Investment Correlations Are Changing
Broker Vs. Investment Advisor
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