Thoughtful, Balanced Wealth Advisory.
Strategic Portfolio Management
We employ a three-pronged approach to asset allocation and investment selection incorporating fundamental, technical and economic research to craft a customized strategy for each client. The core of our client portfolios is invested according to our own independent research and quantitative models. We also take into consideration research from across the major Wall Street investment firms, third-party independent research providers, business news and financial publications. As such, we are truly independent in our thinking and not bound by the restrictive view of any one investment firm. We recognize that investment performance is largely driven by asset allocation rather than individual investment selection. We, therefore, seek to reduce both costs and tax friction while increasing the ability to proactively anticipate market changes by utilizing exchange traded funds (ETFs)1 in all of our model portfolios. In addition, as an independent advisory firm we offer a robust investment platform with access to a full range of best-in-class asset managers both traditional and alternative. These investments may be used to complement our core portfolios.
1 An ETF, or exchange traded fund, is a marketable security that tracks an index, a commodity, bonds or a basket of assets like an index fund. Unlike mutual funds, an ETF trades like a common stock on a stock exchange. ETFs experience price changes throughout the day as they are bought and sold.