Our Portfolio Approach

Our investment process begins with a detailed understanding and analysis of your specific situation and investment needs.

1. Understanding You

  • Investment goals
  • Risk tolerance
  • Time horizon
  • Return requirements
  • Liquidity and income needs
  • Unique circumstances
  • Tax and legal considerations

2. Customized Plan

  • Detailed client interview
  • Determine the appropriate asset allocation
  • Implement the investment strategy
  • Monitor investments and perform periodic reviews

3. Determine Appropriate Asset Allocation Structure

  • % Equity
  • % Fixed Income
  • % International
  • % Real Estate

4. Implement Top-Down Investment Strategy

  • General economic analysis
  • Market analysis
  • Sector analysis 
  • Quantitative and qualitative assessments
  • Independent research

5. Portfolio Construction

Fixed Income

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Equity Selection

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Security Selection Process

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