Asset Allocation

Asset Allocation | Security Selection | Sell Discipline | Risk Control

The two building blocks of our strategy are asset allocation and security selection. No single facet of the investment process will contribute more to risk control and investment returns (with a trade-off between risk and return) than the asset allocation decision.

The asset allocation decision is based on our understanding of each client’s long term goals, growth objectives, income needs and tolerance for risk. For clients with higher growth objectives and higher tolerance for risk and volatility, our portfolios will be more heavily weighted toward equities. We do this with an expectation that, over long periods of time, equities will provide the highest return to investors.

For clients with greater income needs and lower tolerance for risk and volatility, portfolios will be more balanced between equities and fixed income.