Investment Management Services
Investment Philosophy
Our investment philosophy is a disciplined, consistent approach,
emphasizing security selection, strategic asset allocation and
relative value analysis. Relying on a proven approach to investment
success, we construct individual portfolios to manage risk while
maximizing long-term performance. To ensure that our
clients' investment objectives are met during a variety of
financial conditions, their financial strategy will be clearly
defined. We address needs through customized portfolios
tailored to meet the investment horizon, family dynamics, and
income and growth needs. The key to superior investment
performance for our clients is a rigorous adherence to our
disciplined investment philosophy.
Investment Management Process
We utilize a dynamic valuation strategy employing quantitative
and fundamental analysis, focusing on quality investments with
emphasis on risk management through asset allocation.
Securities are selected through a disciplined process incorporating
sophisticated quantitative analysis and the qualitative judgment of
senior investment professionals. This rigorous investment process
strives to look beyond mainstream consensus opinion to construct
portfolios designed to achieve your investment goals and weather
varying market conditions.
Portfolio Management
Our portfolio managers are responsible for developing investment
strategy and establishing a strategic asset allocation plan, as
well as constructing and constantly monitoring the portfolio.
Through a combination of our core competencies - quantitative
screening and modeling, fundamental analysis and the knowledge and
experience of our portfolio managers - customized portfolios
are built to meet the objectives of our clients. In
constructing a client portfolio, we consider the appropriateness of
these asset classes:
- U. S. equities
- Fixed income
- Foreign equities
- Private investments
- Alternative assets
- Money market funds
