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We begin by conducting a comprehensive assessment of your current financial situation. Then we take a look at your goals. The information we gather provides us with the foundation necessary to construct the best strategy to maximize your returns without undue risk to your principal.
Next, we combine elements of our investing philosophy with your objectives to produce a customized asset allocation. In doing so, we adhere to the widely-held notion that financial markets in relatively advanced economies (like our own) are largely efficient. As such, we’re more apt to employ passive investing strategies (like index funds) when adding these types of exposures to your portfolio. On the other hand, where economies are less efficient (like in emerging markets), we’re more likely to employ active investing strategies that allow you to profit from the price vs. value discrepancies that exist in those markets.
Once the overall strategy has been finalized, we draft a formal investment policy statement and implement it on your behalf. You are kept informed during the process, but are not burdened with the nitty-gritty operational or administrative details. With the plan in place, we monitor your progress and clearly and concisely report it to you every calendar quarter. We also coordinate regularly with your trusted tax and legal advisors to ensure cross-discipline compatibility and to promote an overall unity of professional effort.
We leverage years of experience and education, as well as cutting-edge technology, to build your investment portfolio and perform rigorous financial analysis and due diligence in support of it. Our research efforts are global in scale and span every major asset class. The resulting portfolios are targeted, data-driven, and rooted in sound financial principles.