We resist investment crazes. The foundation of our investment strategy is active asset allocation. By understanding the current market environment and economic outlook, we take advantage of opportunities without losing sight of the risk levels assigned to a given client’s assets.
Our approach reflects a lesson of history: Over time, every class of assets will have periods when performance surges and other periods when it lags. For that reason, the ideal portfolio invests in every class so that over time, the surges in some classes more than offset the declines in others, thereby producing the desired return on investment. This is the essence of a well-diversified portfolio.
Because our corporate structure allows us to recommend a full range of investment options rather than a family of proprietary products, we keep an eye on the market outlook, evaluate our allocations, and constantly watch manager performance to determine the best money managers in each asset class.
For more about our investment management approach, see: