We provide clients with extraordinary expertise and rigor in holistic wealth planning.

 

We have developed a rigorous, time-proven, and cycle-tested process to strategically construct portfolios and select investment managers that we believe will create risk-adjusted returns. This process provides the disciplined application of risk management at multiple levels within the portfolio.

 

The building blocks of our process include:

Investment Policy Statement

In close collaboration with our clients, we create an investment policy statement that defines the individual financial goals we are pursuing, and creates a clear framework for managing the portfolio and measuring results.

 

Asset Allocation

Based on the Investment Policy Statement, we recommend how to optimize asset allocation across asset classes. We take an active approach to balancing investments broadly across both efficient and inefficient markets in order to provide non-correlated returns, resulting in true diversification and lower risk.

 

Portfolio Construction

We provide investment manager search, due diligence, selection, and monitoring in accordance with Investment Policy Statement guidelines.

 

Tactical, Valuation-Informed Rebalancing

We systematically rebalance portfolios within a pre-defined tactical allocation framework that adjusts portfolio exposures based on risk-reward attractiveness.