We take an institutional approach to the management of client portfolios, following a disciplined Investment Management Process. This is a dynamic process that includes:
Client Goals/Objectives – Identification of specific goals, objectives and constraints.
Asset Allocation – Determination of appropriate allocation between major asset classes, as well as general class subsets.
Manager Selection – Screening and selection of appropriate managers for each targeted allocation category.
Performance Monitoring – Continuous monitoring of overall portfolio and individual manager performance.
Portfolio Rebalancing – Portfolio is periodically adjusted to ensure actual allocation adheres to target allocation.
This Investment Management Process is utilized by large institutional investors through the use of fee-based advisors. This approach eliminates the inherent conflict of interest others face when working with brokers, agents and other commissioned salespeople. We feel our clients deserve the same services that are required by sophisticated institutional investors.