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We have a very specific approach to caring for clients’ investment portfolios.
Investment Process
Assessment
The first step to our investment process involves learning about the client to determine their subjective risk tolerance and objective risk capacity.
Development
The second step in our investment process is to build appropriate asset allocation for the amount of risk with which the client is comfortable. Our investment managers make assumptions on how the various asset classes will perform in the future. We also rely on a highly respected, objective, outside sources to provide objective capital market assumptions.
Optimization
The third step to our investment process is to use "mean variance optimization" and the risk assessment. We determine the allocations that optimize expected return at the client's risk level.
Search
Using the wide variety of tools at our disposal, we research the universe of fund managers and other investment vehicles to find the right investments for each portion of what we believe are a client asset allocation.
Monitor
Our highly professional investment committee, trained by organizations like the CFA Institute and CFP Board, rigorously tests and reviews our processes to ensure portfolios serve our clients well.
Financial Peace of Mind
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