We believe that individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:
Deep understanding
Before we invest any money, we determine a client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.
Disciplined portfolio construction
Based on Modern Portfolio Theory and the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class—across sectors, industries, and countries.
Rigorous oversight
Once we have implemented a client’s investment strategy, we provide ongoing oversight and make changes as necessary.
Deep understanding
Before we invest any money, we determine a client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.
Disciplined portfolio construction
Based on Modern Portfolio Theory and the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class—across sectors, industries, and countries.
Rigorous oversight
Once we have implemented a client’s investment strategy, we provide ongoing oversight and make changes as necessary.
