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Investment Management

Markets are complex and highly adaptive systems, therefore we use an ongoing rigorous process combining both fundamental and quantitative factors when constructing portfolios. Our philosophy espouses the ideals of Modern Portfolio Theory, where asset allocation is a tool to optimize a portfolio’s risk and return relationship. To augment the desired outcome our disciplined oversight involving active monitoring and trading is designed to prevent portfolio drift and is forward looking rather than reactive. Where appropriate we’ll employ a high degree of tax efficiency. Clients are unique and their investment preferences may reflect that fact as such they may require/desire a high degree of customization.    

In addition to managing your investments, we’ll educate you on the rationale behind those investment decisions so you’re well-versed in the logic of our approach. In the immortal words of Peter Lynch "Know what you own, and why you own it..."

When you work with us, we will:

Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns. 

Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services. 

Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your timeline for achieving your returns.