Investment Approach

Investment Approach


Create long-term value for our clients by generating consistent, positive, absolute returns while protecting investor capital, and to develop new, carefully considered investment opportunities.

We consider the global investment universe. This includes traditional investments such as U.S. and International equities across the market cap spectrum (micro, small, mid, large, mega), and taxable and tax-free bonds, as well as alternative investments. Rather than confining clients to “one-size-fits-all” investment models, we focus on developing customized solutions. Our investment process takes into consideration your risk tolerance, return objective, tax implications, time horizon, liquidity needs and other unique circumstances. We manage portfolios with an emphasis on objectivity and transparency, searching for investment opportunities to deliver above-average results within the parameters of each client’s specific risk/return profile. It does not matter whether these opportunities are under our roof or elsewhere. What matters is that we find them and execute accordingly.

Our research methodology requires a forward looking, disciplined mindset, recognizing, more than ever, deep insights and constant innovation are key to investment success. Our rigorous investment approach adheres to a strong set of investment fundamentals:

  • We place significant importance on preventing losses as risk mitigation is at the forefront of our investment process.
  • We are committed to diversification, both among and within asset classes whether by leveraging brief sub-asset class abnormalities or identifying how a specific investment class can serve a given portfolio purpose. Diversification entails thoughtfully combining multiple uncorrelated return and volatility streams to create a portfolio that targets a given rate of return with lower risk than could be achieved through any of the component asset classes.
  • We know that the only constant in the world of investments is change whether foreseeable or unforeseeable. Portfolio shifts are tactically changed among asset classes when market valuations and mis-priced assets create compelling opportunities that can be realized to generate excess returns while managing risk.