Our Philosophy
Our investment philosophy involves building portfolios that optimize your organization’s long-term objectives while considering factors like market conditions, risk tolerance and your spending policy and cash flow profile.
Our Approach
Our process involves helping with your investment policy statement, asset allocation, investment managers, performance reports and ongoing portfolio management.
Help reviewing investment policy statement (IPS)
Help establishing an asset allocation
Selection of investment managers
Deliver performance reports
Ongoing portfolio management
Plan
Help reviewing investment policy statement (IPS)
We can assist in reviewing your IPS, which serves as the written statement of the goals and guidelines governing the investment process.
Design
Help establishing an asset allocation
We can work within the guidelines of the IPS to develop an asset allocation strategy that balances investment growth objectives with spending and cash flow needs.
Construct
Selection of investment managers
Utilizing our four-level research process, we thoughtfully select managers we believe have the potential to consistently help clients achieve their investment goals over multiple market cycles.
Evaluate
Deliver performance reports
We deliver in-depth performance reporting encompassing the total portfolio as well as its major asset class groups and underlying investment managers.
Execute
Ongoing portfolio management
We recommend tactical asset allocation adjustments and periodic rebalancing with the primary goal of meeting long-term objectives while remaining flexible in response to changing market conditions and your organization’s evolving needs.
