We take an institutional investment approach to managing our client’s assets by using quality professional investment managers from across the country to manage our client’s assets. High quality investment managers who have consistently added value through active management. We use forward looking market assumptions realizing that the past is not necessarily a reliable guide to the future. By using this approach we believe we can enhance the performance and provide the most consistent chance of achieving the client’s objectives.
Our philosophy is to look at the risk profile of a client, their current station in life, and the current economic environment to develop a customized investment portfolio to help them reach their goals and objectives. So we develop an investment policy statement for each client based on their investment objective, risk tolerance, and time horizon.