We provide clients with access to investment strategies used by the largest and most sophisticated institutional investors. Our goal is to generate dependable, cost-effective, and tax-efficient investment returns consistent with your unique objectives.
To help achieve this goal, we have built an innovative, open-architecture platform with access to a wide array of investment choices. Since we do not sell financial products or accept commissions, we are free to use “best-in-class” investments wherever they are found.
While our customized approach means no client has the same investment strategy, there are several common themes in our managed portfolios:
Client-Focused Approach: We believe your portfolio should reflect your unique personality and goals. We start by working in partnership with you to identify your financial objectives and only then do we design a customized portfolio to address them.
Prudent Risk Management: Our focus on innovative risk management strategies helps safeguard your investments during challenging times and provides us with flexibility to capitalize on market opportunities when they arise.
Rigorous Analysis: Investing is hard work and requires a solid mix of discipline, skepticism, and creativity. We rely on each of these attributes in using in-house and external research to identify the most promising investment options.
Low Costs: Expenses reduce investment returns. Since we have no financial interest in any strategy or investment product, we are free to utilize a wide range of low-cost investments in your portfolio.
Tax Efficiency: The saying “it’s not what you make, it’s what you keep” is particularly true for our clients who often face significant tax burdens. Our goal is to help mitigate this exposure by implementing tax-efficient strategies and continually monitoring portfolios for opportunities to reduce taxes.