Every client is their own unique individual. So we take the time to establish an understanding of your most important priorities, the values that inspire you, and what you want to accomplish with your assets. By translating our in-depth knowledge of the global economy and your financial goals into personalized portfolios, we build lasting relationships with our clients.
The building blocks of a strategic portfolio
Our Investment Process
The key to any successful investment process is a consistent, disciplined approach. The process we use for each of our wealth management clients includes the following steps:
Investment Objectives | First, we'll have a conversation about your financial goals and determine your tolerance for risk. Next, we'll draft an Investment Policy Statement (IPS). This document will serve as a blueprint for constructing your portfolio and it will detail the strategic asset allocation.
Strategic Asset Allocation | A time proven portfolio strategy that involves setting target allocations for various asset classes based on your risk profile. You never know which market sectors will outperform from year to year. Diversification of investment strategies, asset classes, and managers can be an effective method for improving risk/return dynamics.
Tactical Asset Allocation | An opportunistic approach that seeks to take advantage of current market trends and economic conditions. The tactical portion of the portfolio represent our "best ideas" and works as a complement to the core strategic asset allocation.
Risk Management | A critical part of the investment process involves ongoing portfolio monitoring and risk management. Each portfolio should generally be within the asset allocation guidelines determined by your IPS. Rebalancing to your original strategic allocations helps keep your portfolio on track — creating a systematic process to sell high and buy low.