Our Advisors are supported by an internal investment committee and dedicated internal investment staff including six CFA®s. We seek to provide steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.
Investment Team Objectives
Create portfolio guidelines that are transparent and cover a wide range of client goals
Focus on risk management and a consistent decision-making process
Monitor portfolios and employ rebalancing to keep risks in line
Maintain discipline and avoid emotional decision making
Asset Allocation
We begin with the understanding that we are not “all knowing”, and that we cannot precisely model the entirety of the investment universe. Knowing this, we utilize a flexible framework that blends the qualitative (our views) and the quantitative (modeling). The goal here is to achieve consistent returns while recognizing market risks.
Our Investment Philosophies
While the portfolios we create for our clients are customized to their needs, our advisors and investment team are driven by a core set of tenets:
Sufficient diversification is essential to limit investment risk
Investments must be considered with respect to the broader portfolio
Asset allocation is the key driver of long-term results
Passive strategies are an important component of keeping fees low and managing risk
Turnover should be kept to a minimum
Straightforward, transparent, and liquid is better than “latest and greatest”
What We Don’t Believe in:
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Chasing the latest market trends
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Attempting to ‘time the market’
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Firing an asset manager for poor short-term performance
Our Dedicated Investment Team
Explore our Investing Expertise
VIDEO COMMENTARY
Our monthly videos break down data from the investment universe to help investors cut through the noise.
IMPACT INVESTING
We offer expertise in investing that focuses on the environmental, social, and governance (ESG) aspects of the investment universe.
