Committed to meeting clients’ diverse financial objectives, the firm leverages extensive investment policy experience to develop customized asset solutions. Managed accounts are diversified within an extensive range of asset classes for long-term success and cost efficiency. In an effort to achieve broad diversification, asset classes are blended, involving equities, commodities, fixed-income, and alternative investments.
To improve liquidity and reduce management errors, the firm’s managed accounts utilize passive exchange traded funds (ETFs), where the bulk of client assets are held. ETFs are known for higher performance. The firm also takes advantage of promising market trends, supplementing core portfolios by actively taking satellite positions in investments when positive opportunities arise.
With a competitive and transparent fee structure, the firm’s dynamic wealth-management approach strives to offer clients lasting, risk-adjusted returns.