Portfolio Management

As your advocates, we apply objectivity, consistency and discipline in developing your customized, comprehensive portfolio strategy to meet your long-term wealth accumulation and preservation needs. The central theme of our portfolio management style is an intense focus on your goals. Armed with a firm understanding of you and your goals, we actively seek the most effective solutions to accomplish those goals. In general, our portfolio management process includes:

DYNAMIC ASSET ALLOCATION

While we do not attempt to "call" market tops or bottoms, we do believe that broad business cycles can be recognized. Therefore, rather than manage to a static allocation, we update and adjust your portfolio positions.

DIVERSIFICATION

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.

TAX-LOSS HARVESTING

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.

THIRD-PARTY MANAGERS

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.

HEDGING STRATEGIES

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.

TRANSPARENCY

We believe in full transparency. Our process includes regular updates with net-of-fee performance, fee transparency, and individual positions analysis.