We have one clear mission: To assist our clients in achieving their investment objectives at the least risk possible. Inherent in that is a fiduciary responsibility to protect the assets they have accumulated and to provide a level of comfort with their investments in the capital markets.

Providing peace of mind is essential in helping clients make the right decisions, especially when their emotions might persuade them to do otherwise.

Our philosophy is that in order to achieve our clients' objectives, capital must be deployed around the globe to reach assets with high real return. We blend active management of global large cap equities with exchange traded funds (ETFs) and fixed income to construct our multi-asset class portfolios.

We utilize ETFs as a means to access capital markets and asset classes that enhance the return of portfolios and reduce risk (expressed in terms of return volatility).

It is our use of low correlation asset classes and portfolio structure, rebalanced systematically that generates enhanced returns while reducing risk.

  • Cash & Cash Equivalents
  • Municipal Bonds
  • U.S. Government Bonds
  • Sovereign Bonds (Developed Markets)
  • Global Investment Grade Bonds
  • High Yield Bonds
  • Preferred Stocks
  • Emerging Markets Bonds
  • US Large Cap Equity
  • U.S. Mid Cap Equity
  • U.S. Small Cap Equity
  • U.S. Micro Cap Equity
  • International Large Cap Equity
  • International Mid Cap Equity
  • International Small Cap Equity
  • Emerging Markets Equity
  • U.S. REITs
  • International REITs (Developed Markets)
It's important to note as well, that we hold both growth and value style equity in our portfolios at a 50/50 mix between the two to further diversify the portfolio.

In our efforts, we tailor each account to the particular client's financial goals, risk-tolerance levels, tax status, and special situations. Our global investment strategies position us to meet client preferences that vary along the risk return spectrum.

Combining asset classes in a single optimized portfolio offers distinctly superior performance potential.

The equity allocation is structured to maximize returns while controlling risk. We do this by diversifying the portfolio with assets that have low correlations to one another. As such, we can reduce volatility and enhance returns. The majority of equity assets are allocated in large company stocks and this is enhanced with exchange traded funds to access stocks of smaller companies (including micro-cap companies) and an allocation to emerging markets stocks.

For the fixed income portion of the account: Foremost is safety of principal, while generating a reliable stream of income. History has shown that in times of equity market volatility, bonds prove to the best stabilizer of return, in fact producing real (net of inflation) return during those times.

The low correlation from each asset class drives down volatility, and through rebalancing, actually increases return potential.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today!

Or give us a call at 805-409-8150