Our Process

Our Investment Process

In our view, successful investing begins with a carefully crafted strategic asset allocation framework that addresses each client’s individual goals and risk tolerance. The first critical step is defining the optimal asset allocation, followed by careful manager selection and effective ongoing portfolio and risk management.

As asset allocation is a primary driver of performance; each portfolio we construct is completely customized, appropriately diversified according to each client's stated goals and optimized based on the risk/reward profiles of the asset classes included. Within each asset class, we select a range of quality active managers capable of implementing each particular investment strategy.

Aware of big picture developments, market dynamics and how our select managers are addressing them, we invest first and foremost from an informed macro economic perspective.

Making informed tactical adjustments to capture opportunity and provide protection from incipient risks are two factors essential to building long-term wealth. We thoughtfully take risks when potential returns justify them, and tactically position away from them as market conditions dictate.