Investment Management
In-house expertise combined with external investment capabilities to bring you best-of-class portfolio construction.
Tailored strategies for investment success.
Unlike large national companies, our wealth management investment team is not restricted to offering its own proprietary products and does not hold an inventory of securities. With no company affiliations, we can develop a portfolio custom to your financial goals.
Our own rigorous independent research and analysis includes a selection of individual securities and best-in-class fund managers, allowing us to make sound, disciplined recommendations. Our independent structure places us in an elite class of portfolio managers positioned to focus on our clients' requirements.
Best-of-class portfolio construction.
Our portfolio choices are made because we believe they are truly the best choices — not because we are obligated to sell a product or reduce inventory. Our independent structure and open architecture philosophy allow us to strategically combine in-house expertise with external investment management capabilities to truly achieve “best-of-class” portfolio construction. Our Senior Portfolio Managers and research analysts conduct rigorous quantitative and qualitative research, which enables us to make decisions that enhance the asset allocation options.
Institutional expertise.
We bring institutional expertise and strategies to our clients — one of the main reasons for the difference in the long-term performance of institutional vs. individual portfolios.
We bring institutional expertise and strategies to our clients — one of the main reasons for the difference in the long-term performance of institutional vs. individual portfolios.
Historically, individual portfolios have diversified by using only traditional assets — stocks and bonds. We believe that true diversification and effective risk management can only be achieved using asset classes that are highly complementary to traditional stock and bond strategies. Our experience allows for the construction of individual portfolios that have the same diversification sophistication as institutional portfolios.
