Investment Process

Our team of investment professionals construct portfolios designed to meet client’s specific financial challenges and life goals.

Investment Selection:

With hundreds of investment products to choose from, we use a number of different criteria when implementing a thoughtful due diligence process. This will include but not limited to:

  • Top Performing Managers in each asset class
  • Achieve Performance and Risk Objectives
  • Managers that fit specific risk/return and tax management attributes
  • Comply with investment guidelines
  • Above benchmark performance
  • Major changes to portfolio
  • Comparative performance with similar investments
  • Expense ratios

Portfolio Execution:

Although there is no guarantee of success, investments in the portfolio will be prudently diversified using assets allocation methodology. Assets will be invested in a combination of passive and active management styles. Portfolios may include, but not limited to: Individual Equity Securities, Mutual funds, open and closed ended, Managed Futures, REITS, ETF’s, Limited Partnerships, Annuity Contracts and Cash Reserves.

Benchmarking: We have shifted investment focus and satisfaction from benchmark comparisons to outcome-based portfolio construction. As a result, we benchmark against progress towards each client’s specific goals.

Review, Monitoring and Rebalancing: We meet with clients on a regular schedule to review life needs and financial goals to ensure the portfolio continues to address current objectives. Additionally, our investment team continuously reviews positions and manager to ensure the portfolio continues to address client needs.