Our focus, as investment mangers, is driven by our clients’ objectives created by their financial plan rather than by a benchmark. We strive for absolute returns with a focus on risk management and capital preservation by minimizing drawdowns and creating more consistent returns.
A focus on fees and tax efficiency can greatly enhance total returns.
Diversification is vital and must extend beyond traditional US Stocks and Bonds to include alternatives and international stocks.
Discipline in execution and process helps manage emotions.
Innovation and creativity is crucial in helping to deliver consistent returns in an ever changing and volatile world.