How It Works
Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you.
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|See some examples of our thematic portfolios|
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Our Investing Philosophy
During this process, investors are often assigned to “boxes,” whereby anyone with a “long investment horizon” and a “moderate risk tolerance” may end up with the same sample portfolio. Sometimes the product you get for very low fees is exactly what you paid for.
This step creates core holdings designed to be the bulk of the portfolio for the long term. A smaller portion is then allocated to satellite holdings designed to take tactical advantage for shorter investment periods, to provide access to a narrow market niche, or to reflect each investor’s specific values or requests.
The research is ongoing, to ensure that these investment choices still meet the adviser’s and client’s criteria, as well as to uncover new, potentially superior opportunities.
We are not bound by any benchmark or predetermined allocation by asset class, sector or geography, which gives us the flexibility to pursue what we believe are the best opportunities within the client’s risk tolerance.
Tax efficiency and optimization is an additional consideration in our portfolio construction and rebalancing process.
However, we also believe that no two people are alike. And while investment horizon and risk tolerance are important and necessary factors in investment decisions, so are the person’s goals and values.
Many investors may have a view on economic trends at the macro or industry levels that they wish to express in their portfolio. We take it all under consideration. The more we know about the client, the more we think we can help. We rely on experience, research, quantitative methods and technology for custom individual portfolio solutions.