Effective investment management is more than number crunching and analysis. There is both an art and a science to identifying and executing the right strategy for your specific goals, risk tolerance, tax concerns and life scenario.
Our performance-driven team has the experience and insight to guide you in times of prosperity or volatility. We even invest right alongside you.
Most investment firms are all about their own bottom line. But as your fiduciary, we’re always committed to doing the right thing for you and your family – now and well into the future. You can rest assured our recommendations are truly objective and we have your best interests in mind.
There isn’t a one-size-fits-all approach to achieving and maintaining wealth, so we may employ multiple actively managed strategies using a relative value approach to build a custom solution just for you. We also manage passive portfolios, and in some scenarios, we may recommend a combination of active and passive strategies.
What is a “relative value” approach?
We believe an investment’s attractiveness cannot be viewed in isolation. You must consider risk, liquidity and expected return relative to the many opportunities across the investment landscape.
Our asset allocation approach is grounded in Modern Portfolio Theory, which suggests risk can be managed and returns optimized through proper diversification. We apply our same relative value rigor to asset class analysis, building diversified and customized client portfolios reflecting historic volatility, returns and forward-looking return expectations.
Focuses on maintaining high credit quality with above market yield, while preserving capital. The goal is to exceed the return of the Barclays Aggregate Bond Index.
Similar to Fixed Income Strategy, yet maintains a shorter duration and a higher percentage of below investment grade credit. The goal is to outperform the Barclays 1-5 year Corporate Bond Index.
Designed with a goal of providing a positive return regardless of the returns of the broad market indices. It can be broadly classified as market neutral, consisting of hedged equity and fixed income.
Constructed from a diverse portfolio that provides a durable, growing income stream. The goal is to outperform the Barclays U.S. Corporate High Yield Index.
Constructed from equities and fixed income focused on capital appreciation and income. The goal is to outperform a blend of the S&P 500 and the Barclays Aggregate Bond Index over a market cycle.
Offers a more passive balanced investment strategy that maintains a value bias in equities, yet equity exposure is increased in environments of extreme under-valuation or excessive fear.
A multi-cap, “go anywhere” style with a goal of beating the S&P 500 over a market cycle. We strongly believe in mean reversion and have a heavy bias toward out-of-favor sectors and deeply discounted securities.
Constructed with a multi-region, “go-anywhere” style with a goal to beat the MSCI EAFE over a market cycle. We have a strong preference for defensive securities that are trading at a deep discount.