OUR STRATEGY

Our strategy is the result of an investment process that begins with an optimized risk and return matrix, powers down to an asset mix decision, and provides the first and most important layer of diversification.

Beginning with a clear definition of financial objectives, we quantify risks and provide the ongoing management expertise to ensure that long-term goals are being met. We weave this process into an efficient portfolio that will meet and exceed your long-term financial objectives within your ability to tolerate risk.

Having established an asset mix, we then select individual securities using a process that complements the asset mix decision by adding new layers of diversification, by geographic region, investment objectives and management style. The goal is to construct an efficient portfolio that provides an optimal weighting for each category. With an all-cap, global mandate, we look for the best securities in each category within our rigorous, well-diversified portfolio building process.