While security selection does factor into many of our clients’ portfolios, asset allocation is the dominant strategy that drives our investment decision making process. We believe that diversifying our clients’ assets among different investments will lead to consistent long-term results. We believe that strategies that serve our clients well in all markets are preferable to those that maybe right only part of the time.
An investment policy should be dynamic in nature. It should be a function of the unique needs and circumstances of each client and their respective risk tolerance, return objectives, and time horizon. Most importantly, it should be constantly monitored and adjusted for changes in these factors. We believe that a prudent approach to establishing and maintaining an investment policy will position our clients to benefit from global market movements and ultimately create successful investors.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.