INVESTMENT STRATEGY
INVESTMENT APPROACH
Our investment management approach is derived from Modern Portfolio Theory. We strive to create portfolios that are well diversified, developed and managed according to specific investor risk profiles. We utilize consistent processes that are aimed at selecting and monitoring investment vehicles with sound management styles, clear investment approaches and solid underlying fundamentals.
Our investment approach:
- Provides diversification in an effort to reduce risk
- Focuses on downside risk, as well as managing the upside potential
- Incorporates in-depth research to help identify value
- Identifies market trends and inefficiencies
- Provides a consistent approach
INVESTMENT TEAM
Our team of investment professionals are dedicated to a broad range of investment functions, including asset allocation, equity and fixed income management, as well as private investments, alternative offerings and risk management. These professionals were carefully selected for their diverse experience and background in different areas of the markets.
The investment team directs all investment functions, including:
- Strategic and tactical asset allocation
- Investment strategy due diligence and monitoring
- Portfolio construction
- Risk management
- Long-term capital markets outlook
INVESTMENT TEAM
INVESTMENT SELECTION PROCESS
Our investment selection process is applied across asset classes and investment types, including:
- Mutual funds and separately managed accounts – We strive to target fundamentally sound mutual funds and separately managed accounts that we believe will produce sustainable performance over time.
- Equity securities – We seek out leading industries and companies offering potential for long-term growth and dividends, as well as cyclical companies, turnarounds and value situations.
- Fixed-income securities – We focus on income and capital appreciation, supported by active portfolio management within a long-term framework.
OUR DYNAMIC VIEW
Rebalancing:
Because asset classes perform differently, we rebalance portfolios in an effort to help ensure the asset allocation remains within an appropriate range. Before making adjustments, we review:
- Current economic conditions
- Individual profile
- Potential tax consequences
Repositioning:
From time-to-time, the characteristics of a security change and it no longer meets our criteria. If that security is held within a portfolio, we conduct a thorough analysis of that portfolio to determine whether repositioning or the replacement of that security in the portfolio is necessary.
Focus on Asset Allocation:
Over the years, a client’s investment profile changes as their life changes. We adjust the asset allocation to align with the client’s evolving needs and objectives, as well as with changing economic conditions and market trends.
Analyzing Tax Implications:
Taxes can affect the return of a portfolio on many levels. We screen funds and stocks for tax issues before buying or selling. We also try to offset gains and losses as much as possible to try to minimize a client’s potential tax liability.