Investment Management

Managing the allocation and selection of investments for your investment strategy requires a great deal of on-going work. We engage in this on-going work on an independent platform with a full depth and breadth of resources. This platform allows us to be better fiduciaries, free to focus on what is best for you without being limited by institutional bias or proprietary solutions.

We engage in this on-going work within the framework of a clearly defined investment philosophy by:

  • Constructing strategic allocations based on historical metrics and correlations to optimize risk-return ratios.
  • Synthesizing global market and economic intelligence from multiple institutional resources.
  • Making tactical adjustments based on a current view of the markets, including domestic and global economic perspectives, historical and relative valuations, and geopolitical risks, among other factors.
  • Engaging in a thorough due diligence of all investments, managing risk thoughtfully and focusing on people, philosophy, process, and performance.
  • Tailoring solutions for you.

We tailor solutions for you by constructing an investment strategy to meet your unique needs and risk tolerance. Also, we approach the markets with a family wealth management perspective and make investment decisions within the context of your entire balance sheet. Notably, we do not attempt to time the markets. Rather, we stay invested at all times in accordance with your objectives.