Investment Management

Strategic Asset Allocation

Our process begins with a thorough review of your goals, objectives and risk tolerance. As a planning based firm, we spend a lot of time and effort simply getting to know you. 

We employ a strategic long-term asset allocation framework across a multitude of asset classes, capitalizations and styles that aim to provide solid investment returns over multiple market cycles. 

Return Projections-to Build Strong Portfolios

Making appropriate return assumptions is a critical first step to meeting portfolio goals and expectations. We use a proven process that ensures the most accurate Long Term Capital Market Assumptions available for planning and portfolio construction.

Portfolio Construction

We are mindful when creating your long-term investment portfolio that we should use a range of assets to diversify risk while building portfolios that are resilient in different economic conditions.  The construction of portfolios is always aligned with your preferences and objectives for income, growth and risk.

We endeavor to construct portfolios that strike an appropriate balance of active and passive investments. We select active managers that have a proven sustainable advantage and passive indexes that are low cost and most relevant in the current investing environment.

Manager Search & Security Selection

We utilize a completely unbiased manager-of-managers search and selection process to find the best investment strategies around the globe.  We only accept fees from our clients so that we avoid any potential conflict posed by product offerings or external incentives. 

Our proprietary screening process ranks over 10,000 exchange traded funds (ETFs), mutual funds and separately managed accounts (SMAs) each quarter. Only the highest-ranking investments, that screen well qualitatively and quantitatively, make their way into your portfolio(s).

Monitoring & Re-balancing

Periodic re-balancing, according to the client’s asset allocation, disciplines us to trim expensive assets that have run up in value, and add to less expensive assets when their prices have pulled back in value. A disciplined approach to re-balancing leads to better investment returns and reduces errors related to emotional decision making.