Investment Philosophy

We believe that successful investment management mandates a clear understanding of what our clients wish to accomplish. Our core responsibility is then to build and manage their portfolio to prudently navigate both risk and return. Effective, consistent communication with our clients ensures their clear understanding of where their money is invested and how their portfolio’s success will enable them to achieve their long-term financial objectives.

Key tenets to our philosophy:

  • Well-diversified, risk-controlled portfolios should be created to meet the client’s specific situation and objectives.
  • Passive (indexed) and actively managed investment strategies can work in concert with each other to produce optimal portfolio results.  Markets are highly, but not totally efficient; skilled managers can and do add value.
  • An open architecture approach allows us to engage managers with non-correlated specialties, flexible mandates, and maneuverability in challenging markets.
  • We believe in developing a plan with our clients and having the conviction to adhere to it, while being adaptable and willing to modify course as circumstances warrant.

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