Portfolio Management

From an investment and portfolio standpoint, we strive to build and maintain portfolios that yield the greatest level of expected return for the given level of risk through careful research and analysis of the available options in the market place. We believe in a “Core / Satellite” approach, where the core is built around a systematic, diversified blend of several U.S. & global market indices to give broad market exposure to both equities (stocks) and fixed income (bonds). We then layer in several different, more actively managed, “Satellite” strategies to help provide the potential for more growth (or income, if needed), as well as some “non-correlating” assets to help minimize overall risk and “smooth out” the volatility in your portfolio. We believe the combination of these 2 components – “Core” & “Satellite” adds a nice blend of broad market exposure with some added “seasoning” to complement one another in a diversified portfolio for our clients.

Disciplined investment strategies