Investment Approach
The allocation to the "core" portfolio is uniquely determined for each client based on the outcomes of the Investment Planning Process.
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Fact Finding: Initial Fact Finding and Evaluation
Strategy: Development of Investment Strategy
The Right Balance: Determine the Optimal Asset Mix
A Working Plan: Implementation of the Investment Strategy
Monitoring The Plan: Monitoring Investment performance
We believe that a "core" portfolio of high quality, large U.S. Companies that exhibit sustainable earnings and revenue growth, that are available for purchase at a reasonable price, will provide superior long term total returns.
We combine the "core" portfolio with other asset classes - international stocks, small and mid cap stocks and bonds - to achieve a high degree of diversification in order to control short-term investment risk and to attempt to enhance long term investment returns.
We select high quality specialty managers for each asset class.