Our investment philosophy

investor objectives

Investors all seek to make a reasonable rate of return for the risk they accept when investing. Returns are made up of a myriad of opportunities. Risks come from a wide range of market, economic and political origins. Our approach to portfolio management is based on this premise. As a result, our solution to portfolio management is a multi-strategy approach, tailored to an investors risk and return expectations.

We encourage you to view the information that we have contained on this site and to ask questions about how the various programs will benefit you.

portfolio management styles

There are two schools of thought when it comes to investing. First, there is the school of thought that it is best to allocate a portfolio to a variety of asset classes* such as stocks and bonds and let those allocations stay static without changing the portfolio as markets change. This style is often referred to as passive portfolio management. The second school of thought is that markets change greatly over time and so should a portfolio in response to those changes. This style of management is known as active portfolio management. Both passive asset allocation among asset classes and active management can produce returns with less risk. However active management may both reduce risk and increase returns over a buy and hold** approach to investing. We have developed a variety of investment strategies each of which are designed to meet the needs of investors searching for active risk and opportunity management. By utilizing a variety of strategies, portfolios may be created to achieve a wide range of investors’ risk and return objectives.

managing risk & opportunities

By taking the emotions of investing out of the decision-making process, managing opportunities and risk becomes far more objective. When analyzing risk and opportunity based on past market history, portfolios can be tailored to a range of investor needs. There are market data that we follow that help identify conditions that indicate when the time is right to make portfolio adjustments to get more opportunistic or more defensive to protect capital. The strategies we offer allows an investor to become invested in various asset classes when appropriate. The level of risk a portfolio is exposed to is dependent on the allocation among the active strategies utilized within a client’s portfolio.