Investment Summary

  • OUR APPROACH

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    Client Goals are our performance benchmark.  To reach those goals we use a multiple asset class allocation strategy to expand the efficient frontier, potentially offering better risk/return characteristics by reducing the volatility drag on portfolio returns.   Once asset allocations are determined we use a Core-Satellite approach with both active and passive elements.

    In markets that are close to being efficient, e.g., US Government Bonds, we default to a passive approach.

    If we determine that an active strategy has a high probability of adding value we will consider implementing it.  If we allocate to an asset class that is less efficient, with less analyst coverage resulting in increased opportunities to capitalize on asset mispricing, we use an active strategy.  

    Additionally, we use active strategies in markets that do no have passive benchmarks that are investable.