Our Investment Process
Three Steps to Our In-Depth Investment Process
The primary philosophy that drives our asset management process is the desirability and prudence of reducing portfolio volatility and risk, therefore helping our clients better attain their investment goals. This process involves identifying and utilizing active managers, across a range of asset classes, to optimize and maintain portfolio diversification consistent with client risk tolerance. By means of this process model portfolios are constructed and maintained. An ongoing due diligence process screens active managers quarterly based on multiple investment characteristics. Additions and deletions to client portfolios are made based on this screening, each quarter or more frequently if needed.