Investment Strategy

Investment Strategy

We believe that capital preservation is the foundation to growing wealth. Portfolios are managed by optimizing risk versus return, tax efficiency, and long term wealth accumulation with an emphasis on limiting the downside.

Client portfolios are “ultra-diversified” across multiple asset classes with a focus on low volatility. Additionally, we are tactical, so we strive to take advantage of opportunities, while avoiding pitfalls. Based on our research, we periodically implement strategic shifts within structured guidelines. This ensures that our clients’ portfolios continue to adapt to variable economic and market conditions.

Diversified Portfolios

 

Real Estate

 

US Equities

 

US Bonds

 

Commodities

 

Foreign Bonds

 

Multi-Strategy

 

Cash

 

Foreign Equities

 

Our Portfolios

Conservative Growth

Conservative Growth

This strategy is appropriate for a client whose goals are focused on slow and steady wealth accumulation,  a focus on generating income, and stability of principal. This strategy targets approximately 1/3 of the risk and volatility of the S&P 500 Index.

Balanced Growth

Balanced Growth

This strategy is suitable for clients looking for moderate growth of principal with a secondary focus on low volatility.  This strategy carries approximately 50% of the risk and volatility of the S&P 500 Index.

Growth

Growth

This strategy is appropriate for clients whose main focus is on wealth accumulation, but with risk and volatility of approximately 35% below the S&P 500 Index.

Aggressive Growth

Aggressive Growth

Our most aggressive strategy is ideal for younger clients with a long time horizon and are currently adding to their investments.