We construct portfolios based on our individual client’s risk profiles. We believe that Modern Portfolio Theory (MPT) should dictate portfolio construction. By combining different asset classes with low correlation, we seek a prudent balance between risk and reward.
We focus on the long-term which allows us to take advantage of a myopic market. We believe an important aspect of a successful wealth management relationship is to create an emotional barrier between the client and the short-term noise in the capital markets that can lead to poor decision-making.
Manager Selection and Monitoring
We employ an extensive research and a rigorous due diligence process to select and monitor specialized money managers for our client portfolios. The team also follows a disciplined process in creating, implementing and rebalancing portfolios.
Single Stock Diversification Planning
For many investors, wealth comes in the form of a concentrated position in a single company. We can utilize techniques to help address the significant risk in a concentrated portfolio using hedging, monetization, diversification and charitable strategies.
Alternative Investment Funds
We believe that high net-worth individuals should have a balanced portfolio that includes alternative investments. We identify opportunities through our rigorous investment process and leverage our network and experience to identify capacity-constrained opportunities. Through our research and due diligence process, we focus on identifying managers with a sustainable competitive advantage, a consistent and repeatable investment process, and disciplined risk management. In addition, we attempt to generate attractive long-term returns which requires constantly re-underwriting the portfolio and anticipating rather than reacting to changing market conditions.