Personalized Investment Management
How your money is managed is an important factor in achieving your goals. To that end, we create easily understood well-diversified portfolios that align with your goals and evolve throughout the course of your life.
Our approach to investing your money generates competitive risk-adjusted returns that take advantage of inefficiencies in the financial markets, while at the same time protecting your capital in down markets. We have adhered to this conservative, risk-controlled, value-oriented investment approach since we began managing money more than 45 years ago.
How we build portfolios
Understand your priorities
- Take a holistic approach to discussing your goals
- Determine your timelines for achieving them
- Assess your risk tolerance
- Review any unique circumstances
Create an asset allocation
- Determine the mix of stocks versus bonds based on our understanding of your objectives
- Document your asset allocation in an Investment Policy Statement (IPS) that we periodically review with you
Construct your portfolio
- Embrace diversification through a well-balanced allocation that is easily understood
- A focus on preservation of capital by seeking out quality investments using active management
- Value tilted portfolio construction that leans towards less followed areas of the markets
- Investments in high quality high-dividend stocks to weather more challenging markets
- Utilize a fixed income approach that ladders high-quality investment-grade bonds
Monitor and rebalance
- Regularly review your portfolio to ensure it aligns with your goals and longer-term market conditions
- Rebalance when needed
Report
- Provide easy and secure online quarterly reporting