Portfolio Management
The absolute core of our approach to investment portfolio management is the fundamental belief that we must
first understand your “complete-picture” before we can tailor a portfolio aligned to you AND the prevailing investment landscape.
Ten standards of excellence guide our rigorous approach:
Aligned
It’s All About YOU Center Stage
Your investment portfolio needs to be aligned with your objectives and the various components of your overall financial picture. We come to understand your total profile in order to create an investment plan that gives you comfort and confidence.
Intelligent
It’s All About You Escaping the Chaos and Complexity
Emotions, noise, hype and crowd behavior dynamics can adversely impact sound judgement. Our system, process, support, relationship and discipline are all designed to guide you along the way in an intelligent, common sense way.
Disciplined
Let Markets Work for You and Reward You
Seven robust studies on investment behavior and the impact on investment performance show that investors tend to incur a significant cost due to their own behavior. Instead of playing a difficult-to-win game, investors can be better off selecting and staying disciplined to sound long-term approaches and avoiding short-term approaches based upon emotions or hunches.
Evidence Driven
Rigorous. Academic. Evidence-Driven.
We attempt to put the probability of success in your favor by applying strategies and approaches based upon sound research and data.
Tax Sensitive
Tax-Sensitive Strategies and the Technology and Process to Exploit Them
We aim to maximize the after-tax return of your portfolio utilizing a variety of tax-sensitive strategies. All of these require diligence. Some also require advanced monitoring and trading technologies we’ve invested in in order to be able to implement accurately and consistently.
Tailored
Not Too Much. Not Too Little. Just Right Tailoring.
Whether you have concentrated holdings, unique circumstances or conditions you want and need your portfolio tailored around, we have the process, technology and ability to tailor your portfolio where and when needed.
Lean
Cost Conscious Investing on Your Behalf.
One important way we aim to maximize the net, after-cost performance of your portfolio is carefully scrutinizing the expense ratios associated with underlying holdings and trading. We favor a lean, frugal approach that only seeks to pay a premium over conventional indexing where we think there can be value add beyond such costs.
Risk Aversion
Being Risk Conscious on Your Behalf.
We want you to understand the risks, implications and rationale of decisions. It’s important to be aware of risks and factor them into decisions. It’s an important part of our process and is aided by useful tools like our Lifestyle Protection Analysis.
Integrated
Your Wealth is Like a Symphony. We help you Direct It and Harmonize.
Your balance sheet and portfolio is full of instruments. Those instruments need to be finely tuned and put together, as a whole, to play a role that harmonizes with your life and the world. Our integrated process aims to help you achieve this outcome.
Independent
100% Fiduciary. 100% of the Time.
We have your best interest in mind all the time. Our structure, our compensation, our values all align with open, honest and thoughtful actions.
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Want to Discuss Your Situation?
A simple conversation with one of our advisors may help you best sort out your needs and next steps. We’d be happy to confidentially chat with you. Just let us know when you are ready.
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