We believe in a disciplined approach to investment management. We structure client portfolios to meet short-term needs as well as long-term strategic goals. The first priority is satisfying day-to-day income needs and planning for any near-term capital expenditures by using cash management strategies and short-term fixed income instruments. The next step is structuring a core strategic portfolio for long-term appreciation. This portfolio has a traditional focus using an equities and fixed income allocation based on the client’s risk tolerance and financial objectives. Finally, we carve out a tactical/satellite allocation positioned to take advantage of opportunistic strategies and shorter-term ideas.
With cities around the world facing increasing environmental pressures and infrastructure needs, the final article of the SusTech series focuses on metropolises that use high-tech solutions to manage the challenges of urbanization in the 21st century. As these Smart Cities enable urban sustainability, the companies and industries at the forefront of this transformation should see long-lasting channels of growth. Read the full economic outlook in the latest edition of Global Insight.
Expectations for the start of interest rate hikes have quickened in recent weeks amid persistent inflation concerns. But have markets gone too far?
November 9, 2020
Retirement Plan Update
Social Security At-a-glance
Safeguarding Assets for the Elderly
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