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Asset allocation. Studies indicate that up to 95% of a portfolio`s return is determined by how and where the portfolio is invested. Therefore, for each client we focus on setting appropriate investment objectives, providing proper investment diversification, applying an active opportunistic investment strategy, and selecting mutual funds and other investments that can best achieve the client`s goals.
Global framework. This approach is best when setting client objectives and managing investment portfolios. A global perspective offers one of the best chances to achieve attractive long-term investment returns and potentially reduce risk through diversification.
Investment objectives. Each client is unique. We listen to client needs and long-term goals and then develop investment objectives that can best meet these goals. Investment weights and allocation ranges are assigned in order to implement diversification and opportunistic strategies.
Opportunistic investing. Once a client`s objectives are determined we attempt to add investment value by taking an opportunistic investing approach to managing client portfolios. This means that we will under-weight or over-weight investment categories within a client`s investment objectives according to our investment outlook for the global economy and markets.
Investment selection. Mutual funds are the primary investment in most client portfolios. Individual stocks can also play a role in special circumstances. Our investment approach combines both index funds and actively managed funds. Index funds can provide low-cost, efficient market-like returns for core positions in portfolios, while actively managed funds, hopefully, add value given our investment outlook.
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