We’ll stay focused on the road ahead.
We believe the investment methodology we developed empowers our clients, enabling them to access the same principles and investment specialists that were previously available only to the largest pools of capital. This defines our core strength: we strive to elevate the stature of a retail investor to that of an institutional investor.
Our comprehensive investment planning methodology utilizes a rigorous four-step process:
Step 1: Analysis
We begin with a thorough understanding of the client’s current financial situation, as well as dreams and aspirations. This is followed by an analysis of the client’s current portfolio, risk tolerance, time horizon, needs for capital appreciation, cash flow and liquidity.
Step 2: Design
We then design an individualized asset-allocation employing a long term, strategic methodology. Asset allocation among different styles and classes with appropriate diversification are critical drivers of investment success.
Step 3: Implementation
Implementation utilizes multiple investment classes and sub-styles. Multiple institutional money managers are carefully selected, based upon four specific criteria: Performance, Philosophy, Process and People.
Step 4: Monitoring & Reporting
These criteria continue to serve as benchmarks for continuous and rigorous monitoring, checking portfolio holdings and trades to ensure that the investment portfolio is both rebalanced and aligned with the overall strategy. Managers are added or replaced, as necessary.
Clients receive transparent, easy to understand reports on a regularly scheduled basis. Additionally, clients have continuous access to their account information online. Face-to-face client meetings to review portfolio performance and to share information occur a minimum of twice per year.