Our investment approach
We bring a multidisciplinary approach to investing and build customized portfolios that match each client’s goals and needs. We apply a clearly defined, rules-based investment process. This allows us to keep the emotion out of investing and focus on long-term risk-adjusted returns.
Determining an appropriate investment plan starts with a wealth planning conversation with the client. Your personalized wealth management approach is dictated by your goals, liquidity needs, time horizon, risk tolerance and anything else unique to your individual situation. We have a few core tenets we follow to manage your investments.
- Use a disciplined model based approach to investing.
- Asset allocation is critical to enhance risk-adjusted returns.
- Diversification across sectors and investment styles mitigates unnecessary risk.
- Leverage technology so investment decisions are evidenced-based and backed by data.
- Consider asset location (qualified versus taxable accounts) to minimize your tax bill and keep more of your money working for you.
- Keep investment manager fees low.
