INVESTMENTS

Our in-house proprietary research capabilities are essential to identifying unique, attractive opportunities and deploying them effectively across client investment portfolios.

Based on preliminary conversations with clients and an initial assessment of each client’s willingness and ability to take risk, the Investment Team prepares recommendations for an asset allocation strategy that not only reflects those risk tolerance preferences but is also intended to help them achieve their long-term financial goals and objectives.

Our strategic asset allocation framework for managing long-term investment portfolios is based on the diversification of portfolio-level risk-return exposures across five primary asset classes: Cash & Cash Equivalents, Fixed Income, Hybrids, U.S. Equity, and International Equity. As a risk management strategy, building an investment portfolio comprised of differentiated positions across multiple asset classes enhances a client’s ability to mitigate, reduce, or even eliminate certain investment-related risks. Moreover, by optimizing underlying positioning across clients’ investment portfolios, we strive to mitigate excess volatility and achieve more stable, sustainable rates of return over the course of multiple market cycles.

The fundamentals of portfolio construction are predicated on the empirical benefits of diversifying portfolio-level risk-return exposures to successfully preserve principal and sustainably grow capital over a long-term time horizon. In addition to strategic asset allocation mandates, our methodical approach to portfolio construction emphasizes cost reduction and tax-efficient investing as means of enhancing portfolio-level returns.

We believe that, over a long-term investment horizon, excess risk-adjusted returns result from the identification of high-quality investment opportunities through in-depth, fundamental research and objective analysis, a strict adherence to defined valuation parameters, and an astute contrarian overlay.