We construct investment portfolios using the following criteria:
- Meeting the Client's Long-Term Financial Goals
- Control Costs
- Control Risk
- Manage for Taxes
- Achieve Highest Return Per Unit of Risk
Clear Methodology and Open Communication
Our portfolios are designed for long term investors. Economic conditions and other special circumstances may warrant a modification of your portfolio and more nimble approaches to your asset allocation. We endorse a “buy and monitor” approach. We endorse a global, strategic asset allocation plan and balance the structure according to your risk profile and objectives. We re-balance portfolios according to predetermined targets.
Depending on your individual goals, risk tolerance and other factors, your portfolio may consist of equities, mutual funds, ETFs, bonds, cash, and alternative asset classes.