Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.
Disciplined portfolio construction
Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class - across sectors and industries.
When implementing our investment strategy, we use a stringent process to screen top money managers, selecting one who meets our investment objectives and risk profile. Once the appropriate manager has been chosen, we provide ongoing oversight and make changes as appropriate.