Everyone’s needs are different, but our firm’s investment philosophy remains consistent. We focus on asset allocation, diversification, risk management and cost control when investing our clients’ funds. We maintain a long-term focus on market performance. We do not attempt to time the market or chase returns by moving in and out based on market fluctuations.
We start by identifying target asset classifications across seven broad risk objectives, each with different exposures to stocks, bonds and cash. We then focus on diversifying portfolios within each risk objective to provide exposure to domestic and international securities, large and small companies as well as the growth and value investment strategies. We also provide our clients with exposure to non-highly correlated investments such as commodities, natural resources and global real estate.