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Financial Management
Blending traditional, alternative and independent investment strategies and access to leading money managers, we offer investment planning and portfolio management services to wealthy individuals, their businesses and philanthropic organizations.
Client Portfolio Construction
An appropriate asset allocation strategy is based on investment goals and objectives derived from balancing many factors, including a client's risk/return profile and cash flow requirements. Focusing on a sophisticated asset allocation process, we seek to deliver consistent after-tax, risk-adjusted investment results to our clients.
We construct our portfolios utilizing a core/satellite approach. This approach allows us to tailor our portfolios to client circumstances. We advocate investing in large, lasting and well-managed companies as the foundation or core of each of our portfolios. We then add in combinations of other specialty asset classes satellite in an effort to maximize return and minimize portfolio risk.
Manager Selection Process
In selecting independent money managers who complement our strengths, we actively search and access a significant number of managers in each asset class and ultimately select managers whom we judge to have the best ''portfolio fit'' and the highest probability of sustaining their excellent historical performance. We are able to construct highly diversified, prudent client portfolios.
In appropriate situations, we also offer access to institutional-quality, alternative managers in specialty areas such as hedged equity, real estate and long/short strategies as a means to improve the risk and reward characteristics of our clients' portfolios.
Public Equity
Using a specialized approach, our philosophy that a disciplined investment process will lead to superior performance over time. Our investment strategies combine proprietary quantitative screening systems, along with fundamental research, from a team of sector-specific equity analysts. With an emphasis on diversification, we have assembled a comprehensive group of equity-style strategies that seek to limit risk and enhance long-term returns, including Large Cap Value & Relative Value and Small Cap Growth.
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