Our Investment Process

Employing an investment philosophy similar to those used by the successful endowments of Harvard and Yale Universities, we take an institutional-style approach to managing portfolios. We offer complete customization, as well as alternative investments alongside traditional equity and fixed income strategies.

Step One: Endowment Asset Allocation

Our philosophy is to consistently compound returns over time by distributing your assets among traditional and alternative investment classes, as well as other Absolute Return strategies. We offer a variety of allocation models, each featuring a specific blend of investment types customized to fit your unique needs. So, whether your primary objective is preservation or proactive growth, we’ll begin by helping you select the model most suited to your situation and goals.

Step Two: Investment Policy Statement

Our second step is to clearly define the risk parameters and guidelines that will be used to select investments and manage your money. By developing an Investment Policy Statement, like those created for large institutional investors, we can outline your preferences, specifications, needs and goals, and then use that document as a guide through each stage of the planning process.

Step Three: Investment Selection

Next, we use a defined and repeatable process to select, and eventually de-select, each of the securities that will be included in your portfolio. As an example of the results of one of our equity strategies, please see Raymond James’ Analysts’ Best Picks®.

Step Four: Manage and Review

Throughout the year, we consistently monitor and manage your investments and deliver proactive communication to keep you up-to-date on the progress you’re making toward your goals.

There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. Asset Allocation does not ensure a profit or protect against a loss.