Our team's portfolio management process focuses on absolute returns designed to achieve a client’s unique investment policy, not an index. Risk management is employed using both asset allocation and security selection. Tactical asset allocation decisions are designed around current and forward-looking trends in the credit, interest rate, foreign exchange and commodity markets. Security selection is based on historical valuation metrics and cash flow characteristics, which if done properly, provide a margin of safety around the purchase price of a security.
Provide a disciplined and consistent investment process centered around each client
- Delivering customized investment and wealth planning solutions (not products) to our clients
- Listening carefully to understand our client's goals, desires and attitudes toward risk
- Educating and guiding our clients in the understanding of risk management
- Taking a proactive (not reactive) approach to presenting solutions to our clients