Our in-house expertise
As a 100 percent employee-owned firm, we are able to attract and retain professionals who have enabled us to have in-house expertise on creating balanced portfolios and developing a wide range of investment strategies.
Our investment team consists of portfolio managers and analysts who possess an average of more than 23 years of experience. Eight of our professionals have their Chartered Financial Analyst (CFA) designation and nine have completed their MBAs. Other designations our professionals have earned include Certified Financial Planner (CFP®), Chartered Alternative Investment Analyst, (CAIA), Chartered Market Technician (CMT) and Certified Trust and Financial Advisor (CTFA).
Our investment approach
We use individual securities to build diversified portfolios. This enables us to manage the risk of these portfolios specifically to each of our client’s risk tolerances and return requirements. Individual securities also afford us the ability to structure portfolios to meet a client’s liabilities, cash flow or income needs by limiting the sale of securities to raise cash. This reduces transaction costs to the portfolio.
We start with asset allocation and use multiple asset class strategies to provide competitive returns while reducing volatility (risk). We are active managers of many asset classes, including large-cap domestic equities, international equities (developed markets and emerging markets), real estate investment trusts (REITs) and several fixed income strategies. If appropriate, small-cap equities, private equity and hedge funds are strategies which are outsourced to managers that have been thoroughly vetted by our investment team.