As your financial advisor, you have granted us discretionary authority to manage your investment accounts, and this discretion permits us to invest in opportunities that best meet your objectives, time horizon and fits within your risk tolerance. We have managed account options along with custom portfolios depending on clients needs and risk levels
We allocate your accounts using a disciplined approach that accentuates short and long-term trends. We analyze the following trends to identify investment opportunities:
- Secular – long-term trends and themes
- Macro – current health of the global economy
- Tactical – opportunistic investments that depend on the economic cycle
After identifying these opportunities, we screen, select and benchmark specific investment vehicles to capitalize on the underlying investment themes we have identified. Collectively, these trends and investment vehicles offer clients portfolio diversification and the potential to take advantage of short and long-term opportunities. To monitor these investments, we have an investment committee that meets monthly to address the market and monitor how the underlying investments (positions) are performing. If a position is underperforming its benchmark, we analyze it further to determine the cause and decide if it still meets our selection criteria.
