What is your investment management style?

Our portfolio management philosophy is rooted in conservative investment principles with a “value” tilt. The firm employs two industry-unique strategies when constructing portfolios.

  • Core & Satellite: The “core” of the portfolio is a globally-diversified mix of cash, bonds, and stocks designed to be in sync with the business cycle (strategic allocation). The “satellite” portion of the portfolio is utilized for the express purpose of reducing risk by using negatively-correlated assets and adding value by finding undervalued sectors (tactical allocation).
  • “Foundation Investments”: A proprietary concept, we use what we have coined as “Foundation Investments” to maintain and enhance your purchasing power through periods of inflation and deflation.

For a synopsis of our unique investment approach, click here.

To discuss how we put our philosophy into practice or to review your portfolio, please contact us to schedule a meeting.