The Investment Process

We design investment portfolios for investors' specific needs.  We offer a range of asset allocation approaches and provide access to a variety of portfolio strategists. These strategists make initial and ongoing asset class recommendations for use in your portfolio.  Our investment platform features both industry-recognized portfolio strategists and small, specialized firms pursuing innovative strategies.

Because the market tends to move through short-term and long-term bull and bear environments, and different approaches perform better in certain environments, we offer a variety of approaches.  Some approaches are designed to capture broad market returns, while others employ more active management for greater risk control.  By combining approaches, we feel investors may have the potential to generate returns in a variety of market environments.

Asset Allocation Approaches

Strategic
Using a target mix of equities, fixed income and cash, this approach is designed to closely track the broader investment markets.

 

Tactical Constrained
While still based on a target mix, this approach offers the flexibility to make moderate allocation shifts designed to take advantage of shorter-term opportunities to mitigate risks.

 

Tactical Unconstrained
With no target mix, this approach removes the limits of the extent and frequency of allocation shifts, allowing for a more aggressive response to changes in outlook

 

Absolute Return
Designed not to correlate with the broader markets, this approach seeks modest returns primarily though fixed income securities and highly active, extremely risk-sensitive management that may include alternative asset classes.

 

Additional Investment Solutions

While these four approaches to asset allocation represent the core of the investment solutions we make available for your portfolio, we also offer additional investment solutions, which may not be categorized by these asset allocation approaches.  These solutions may be considered in light of how they complement those already established within your portfolios.