Our investment philosophy starts with client goals and objectives. To these, we overlay your personal investment style including your psychological investment temperment, hypothetical risk preference, along with other factors.
By combining our current economic outlook and our macro-market expectations, a rudimentary portfolio allocation is devised utilizing major asset classes. Macro-market assumptions often determine not only broad asset allocation, but the focus and type of strategy implemented, whether it be an index strategy, managed value strategy, or global-macro tactical strategy. Finally, specific vehicles and managers are selected to implement your tailored investment portfolio.