Our asset management approach:
Determining a strategic asset allocation across geographies, markets and asset types provides the structure upon which portfolios are designed and managed. This strategic allocation is the primary determinant of long-term investment results. The strategic asset allocation incorporates our clients’ risk tolerance and long term return goals as well as liquidity needs. We also place a strong emphasis on tax efficiency, as we believe it’s not what you earn that matters, but rather, what you keep.
When considering investment solutions for our clients, we employ a rigorous diligence process to screen and evaluate new strategies, and maintain careful oversight of existing ones. We use an open selection process encompassing a wide array of investment vehicles including Active Management, Passive ETF’s, Individual Securities, and a suite of Alternative Investments.