We believe fundamentally, in the concepts of broad diversification, buying quality and holding investments for the long term while remaining agile enough to respond in a timely manner to changing market circumstances. We add value over time through our knowledge of the capital markets and their interrelationships, our understanding of our clients’ needs and objectives, and our discipline in the application of the principles that guide us.
Our monthly and quarterly reporting gives our clients a clear measure of their progress and provides consistent accountability from our team. We take the time to gain an intimate understanding of each client’s personal values and goals related to their financial and investment needs, and we customize each individual portfolio.
We cover and utilize a variety of investment venues: United States, Global, Developed International, Pacific Basin, Emerging Markets.
A variety of asset classes: Stocks, Bonds, Real Estate, Commodities
Traditional and non-traditional investment management approaches: Passive, Enhanced Passive, Active, Long-Short Hedge, Absolute Return.
In general, we utilize a “core-satellite” methodology for portfolio management. Core positions are the foundation of the portfolio and generally include traditional asset classes held in a broadly diversified fashion for the long term.
Satellite holdings are tactically utilized to generate incremental return potential in generally less efficient asset classes and may be held on shorter term basis.
Our Investment Universe: Stocks, Bonds, Certificates of Deposit, Municipal and Treasury Bonds, Money Market Funds, Open and Closed End Mutual Funds, Exchange Traded Funds and Real Estate Investment Trusts
Other Investment Opportunities: Externally Managed Accounts, Hedge Funds, Commodities, Private Equities