Holistic & Innovative
We take our responsibility as stewards of our clients’ wealth seriously. Your goals and objectives are unique and require customized strategies and advice. We consider those things that are most important to you, including your objectives, short- and long-term liquidity needs, and acceptable volatility and risk. Our disciplined approach to investing is designed to increase the probability of preserving your wealth in various market environments and achieving sustainable growth to meet your long-term goals.
Our client portfolios are structured using a combination of academic theory and informed market judgment. Investment management is as much an art as it is a science; therefore, qualitative considerations play an important role in portfolio decisions.
As your investment advisor we will:
Construct your portfolio
Select your investments
Customize your investment policy statement (IPS)
Monitor, rebalance, and trade your portfolio
Consider tax implications and use asset location opportunistically
Our Investment Beliefs
The objective of investing is to increase the purchasing power of
capital over time.
To achieve a desired level of return, it is necessary to assume a certain
level of risk.
A portfolio should be forward looking.
Asset allocation is the largest determinant to overall portfolio returns.
Diversification is critical because the future is unknown.
Long-term investment strategies tend to offer better risk-adjusted returns than short-term strategies.
Private markets and illiquid assets can add value to a portfolio.
Risk can be controlled through diversification of asset classes and investment approaches.
True risk is a permanent loss of capital. Diversification can prevent behavior that leads to a permanent loss of capital.
Each investor’s tax situation is unique and a key component to investment selection and constructing an optimal portfolio.
Tax efficiency can be improved through the use of asset location in tax-advantaged or tax-deferred accounts.
The proper coordination of investments with philanthropic and estate planning can reduce the overall tax burden for investors.
Investment decisions should be supported by academic analysis and logical reasoning.
Transparency is a cornerstone of our investment approach.