While we do not attempt to "call" market tops or bottoms, we do believe that broad business cycles be recognized. Therefore, rather than manage to a static allocation, we update and adjust your portfolio positions.
It has been consistently shown that investors who diversify their holdings can reduce risks. We are actively engaged in finding the best mix of investments for your goals.
For investors with legacy positions, we work closely with your tax adviser to develop tax-loss harvesting strategies. In addition, we actively identify opportunities for mitigating your tax liability.
Through our relationships, clients gain access to thousands of third-party money management strategies. These managers execute strategies ranging from extreme value, to commodities trading, to derivatives trading.
For select clients, especially those with concentrated stock positions, our expertise can be deployed to develop customized hedging strategies designed to protect your net worth.
We believe in full transparency. Our process includes regular updates with net-of-fee performance, fee transparency, and individual positions analysis.