Investment Principles

The cornerstone of our investment philosophy focuses on creating long-term positive results by avoiding significant losses in client portfolios. Central to this philosophy is our experience actively managing portfolios with the independence to consider all asset classes while not being limited to proprietary products or a finite number of strategies.

However, selecting from among a wide variety of assets is not sufficient to adequately manage risk. The crucial element to delivering higher risk-adjusted returns is our insight to understand when and how to implement the appropriate asset classes.

During periods of elevated volatility, we are concerned about how asset classes tend to move in tandem or correlate to one another. Therefore in times of normalized market volatility, we rely on our strategic allocation strategies. However, in recognizing the onset of elevated market volatility, we utilize various tactical strategies which act to reduce risk and positively impact returns.

Our philosophy has enabled us to successfully navigate the tech bubble of 2001 and the financial crisis of 2008. We look forward to sharing more about our philosophy and principles with you.

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