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Our Investment Philosophy

Capital preservation is paramount to capital appreciation. In addition to working to grow client assets, we seek to protect them. We feel that investors who establish goals and a set of guidelines for decision making are generally more successful than investors who “play” the market. Diligent accumulation of wealth comes from a well thought out plan and course of action and sticking to that plan over time. Bringing that plan to life involves:

  • Manager Selection—intensely studying available money managers and incorporating the ones we feel are most appropriate into our clients' portfolios. Our due diligence on the managers we use includes high level in-office analytics as well as periodic visits to the managers home office for face to face meetings.
  • Asset Allocation—Diversifying our clients into multiple styles and strategies to further promote a lower volatility portfolio and longer term stable growth. The goal with asset allocation is to have a low correlation between the different strategies in the portfolio in an attempt to have them work together during multiple market scenarios.
  • Performance Monitoring and Reviews—Checking the progress of the portfolios on a quarterly basis, which helps us to be accountable to our clients. Meetings are held periodically throughout the year with our clients as well as constant communication to ensure that they know how they are doing and why.