Investment Management

INVESTMENT PORTFOLIO MANAGEMENT PROCESS

During our portfolio construction process, we balance risk and return by allocating the portfolio assets to align with our client’s unique goals, financial objectives, risk tolerance, and timeline considerations. Different asset classes, including equities, fixed income, and cash equivalents, offer varying levels of risk and expected return. We offer customized portfolio management to determine the right asset allocation for each of our clients.

THE FOLLOWING SERVICES MAY BE PROVIDED:

  • Strategic Asset Allocation: An investment approach that involves setting target allocations for various asset classes, and periodically rebalancing the portfolio when allocations deviate meaningfully from targets due to varying returns from different assets. The target allocations are determined based on the client’s risk tolerance, time horizon, and investment objectives.

  • Tactical Asset Allocation: An active management portfolio strategy that rebalances the positions held in various asset classes and individual securities to take advantage of idiosyncratic market conditions.

  • Fixed Income Generation: An investing mandate that produces periodic income at regular intervals with reasonable predictability. Fixed-income investing is often appropriate for retired clients who rely on their investment portfolio to provide a regular, stable income stream.

Let’s Get Acquainted

 
 

We offer a complimentary “Get Acquainted” meeting to describe our services, and to see if our services
are right for you.