Allocating assets in your client's portfolio.

For every portfolio, we create a personal performance benchmark.

Your client’s portfolio is designed based on extensive efforts to understand and define individual investment goals and risk tolerances. Then we create an investment policy statement that captures the client's investment goals and objectives as a personal benchmark and reflects the approach the portfolio manager will undertake to manage the portfolio. The benchmark allows us to measure portfolio performance and adjust investment allocations to suit your client’s needs.

We can make tactical shifts in your client portfolio’s asset mix in response to market movements or changes in the economic environment—an opportunistic approach that can help improve your client’s returns and help manage risk.

We focus on how earnings, inflation, monetary policy, and global economic factors impact the investments owned by your client. We then use this knowledge to achieve our primary goal of managing macro-level risks, positioning your client’s portfolio at the appropriate level of exposure to specific asset classes.

A dynamic approach to asset allocation.

Our asset allocation framework focuses on how global economic factors impact the investments owned by our clients.

Tax-efficient portfolio management

Our personalized approach to a tax-efficient asset allocation strategy starts when we tailor your client’s portfolio to reflect his or her investment objective, risk tolerance, and time horizon while aiming to maximize after-tax returns.