Our clients come to us for a comprehensive investment strategy personalized to their needs and aligned with their objectives. They entrust a great deal to us. Therefore we design asset allocation to manage volatility and meet risk tolerance and return objectives.
We believe in active management, favoring managers who demonstrate the ability to manage volatility and downside risk. We seek out those with a talent and track record for recognizing and acting upon opportunities found in ongoing market inefficiencies and changing macro-conditions in the U.S. and around the globe.
Quality manager research is essential and an area in which we are dutifully focused. We evaluate not only the people, but also their philosophies, processes and performances. We participate in many manager meetings and conference calls every year and review many respected sources of quantitative screening and analysis.
We also integrate passive management in our investment approach for its ability to reduce benchmark risk and serve as an efficient, cost-effective method to attain exposure to specific asset classes.
Lastly, we believe in disciplined rebalancing to help ensure that your asset allocation remains aligned with your objectives over time.
Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.