INVESTMENT MANAGEMENT

How We Manage Money

Just like a doctor would never prescribe treatment without a diagnosis, we don’t recommend a portfolio without a thorough understanding of your situation. Our clients always get a customized portfolio based on their unique needs.

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We create and manage customized portfolios for each of our clients rather than lumping everyone into the same model like many other managers do.  We can do this because we focus on a smaller group of just up to 50 families at a time.  This allows us to be proactive rather than reactive in our management.

Our portfolios are typically a core and satellite strategy meaning we build the core of the portfolio around low cost index funds.  We tactically manage this core to overweight and underweight certain sectors of the markets.  Then in addition to the tactical weighting we also have satellite positions, smaller weights in individual stocks which allow us to take an even larger position in certain areas of the market based on our research.