Investment Management

When it comes to managing your money, our primary objective is to help you achieve the financial planning goals we’ve established together during the holistic planning process. We do this by implementing the agreed-upon Investment Policy Statement, which establishes suitability, objectives, timeframe, variance and tax controls. We focus on establishing an appropriate, risk-adjusted asset allocation, seeking long-term growth to fund your financial objectives.

Using our informed market judgment in conjunction with mean-variance analysis, we aim for diversification, risk mitigation, and variance control by managing asset class correlation. Depending on the client’s specific situation, we may use a combination of active and passive management, liquid and illiquid securities and efficient tax strategies. We are also able to employ tactical strategies based on forecasting, government policy, geopolitical economics, and our collective expertise.

Even the best investment strategy and implementation requires that the investor understands the approach and maintains the discipline to follow the plan. We are committed to educating our clients so that they are informed and comfortable with the investment decisions. We’re also there to help if market volatility creates uncertainty and emotions threaten to undermine the long-term plan. No one can predict the future, but we know markets – they fluctuate, regularly, and staying in the market is a key element for achieving success. Ideally, your financial journey is smooth all the way, but if things get rough, we’re right there with you, helping you “keep your head when all about you are losing theirs,” (Rudyard Kipling, If).

10 Questions to Help You Find the Right Financial Advisor