Adaptive, forward looking investment philosophy.

In the age of globalization, an adaptive and evidence-based approach is paramount to successful wealth and investment management. With global leverage and systemic risk on the rise, investors need to focus not only on investment returns, but also on protecting against losses. Our investment advisors create cutting-edge strategies to help investors in these unusual times and coordinate our investment management with the other facets of our clients’ financial lives.

Our unique investment process first recognizes that most investment managers are backward-looking: That is, they rely on historical performance as their only guidepost for asset allocation. We reject this notion, as the future will never be a carbon copy of the past, and create your investment allocations using forward-looking projections of investment performance. Our methods of portfolio construction incorporate both Nobel Prize-winning and in-house research to deliver long-term client success.

A Multifaceted Approach

One of the greatest advantages of our approach is that it addresses both longer-term and shorter-term risks simultaneously. Fundamental analysis and strategic asset allocation aligns a portfolio with long-term goals. Investing with these methods only, however, turns a blind eye to what may happen to a portfolio over the near term – which we define as a period under two years. As we know, markets can move significantly over a two-year period, as they did from June 2007 to June 2009, when the S&P 500 Index fell by 39%. To mitigate these risks, we incorporate technical and quantitative analysis, which are more effective for shorter-term risk and portfolio management.


The Effectiveness of Different Investment Modalities Over Time