A Tactical Asset Allocation Approach to Investment Management
Fundamental to our philosophy is the belief that the journey is integral to the destination and both are unique to every client.
We believe that investment portfolio diversification through tactical asset allocation
is the most important element in achieving investment success.
As a fee-only financial advisor, we also believe in the importance of objectivity in the advisor / client relationship.
We believe in preserving capital by lowering a portfolio’s correlation to the equity market. This is accomplished through the use of alternative investments, including hedge funds, real estate, and structured notes.
Our process provides a comprehensive approach to investment management:
- We begin with the end in mind, taking the time to understand your goals and objectives.
- An asset allocation strategy is customized to meet your specific objectives.
- We research and evaluate money managers and monitor financial markets.
- "Fat pitches" are identified that provide unique market opportunities.
- Continuous monitoring of financial markets and economic conditions helps keep you on course.