We have established a disciplined investment process that is rooted in the premise that asset allocation and
investment style diversification are the keys to achieving consistent investment returns with acceptable levels
Our investment process is solid and consistent at its core yet dynamic in its application. The premise of diversification remains constant. At the same time, we continually update its application for the most current economic climate to keep our investment recommendations up to date and relevant. Additionally, when applied to each client’s portfolio, the process accommodates that client’s specific situation, time horizon, risk tolerance and other factors so that the result is a truly customized portfolio.
We have built a disciplined investment process that has asset allocation at its core. We have a strong team of in-house portfolio analysts who manage a large-cap growth style and a fixed income strategy. Additionally, we screen outside funds and separate managers, and hire those who meet our stringent criteria. Whether a client’s needs require a collection of mutual funds, separate managers, ETFs or a combination of all our services, we do whatever it takes to ensure that their portfolio reflects their goals, time horizon and risk tolerance. We work with clients on an ongoing basis to ensure that any changes in their situation are reflected in their portfolio.