RISK ADJUSTED PORTFOLIOS
Our client’s risk tolerance, tax efficiency needs, and goals serve as the basis for our portfolio models. We offer several core risk adjusted portfolios, tax efficient portfolios, and a variety of hybrid portfolios. The minimum initial investment required makes our portfolios accessible to most investors.
ACTIVE TEAM MANAGEMENT
We take an active, collaborative approach to investment management. Our advisors come together each week to evaluate the portfolios and make adjustments when necessary.
3RD PARTY EVALUATIONS
Four times a year we consult with an independent, third party money manager to provide additional insight and analysis of our portfolios.
ACADEMIC INVESTMENT APPROACH
We follow a disciplined, academic approach to investing. Our investment philosophy is based upon Modern Portfolio Theory and other academically supported principles, which continue to be taught in universities today.
LEADING TECHNOLOGY
We utilize advanced technology platforms for research, trading, rebalancing, staying connected with our clients, and more.
LONG-TERM RELATIONSHIPS
Four times a year we consult with an independent, third party money manager to provide additional insight and analysis of our portfolios.