We manage your assets so you can enjoy your wealth.


Broad & Diversified

We believe, and numerous studies have shown, that asset allocation accounts for the majority of the variation in portfolio returns over time. We therefore draw from a broad range of asset classes and investments to meet varying levels of risk and return. Specifically, we tailor your asset allocation and investments to your risk tolerance, income and liquidity needs, time horizon and expected returns. Below is a summary of our thinking and philosophy on how we manage different asset classes to address the needs of our clients.

Fixed Income Management

In constructing client portfolios, we choose taxable and municipal bonds and securities from sectors and geographies with the most attractive relative valuations, and securities that are structured to coincide with the client’s liquidity needs and income requirements. We remain cognizant that many fixed income securities offer a predictable source of income, are highly liquid and can be an effective vehicle for capital preservation. As part of an overall asset allocation strategy, fixed income securities serve as a buffer against the volatility of other types of assets.

Equity Management

When it comes to investing in equities, we keep an open mind. We will look for opportunities wherever they can be found. We do not believe in limiting ourselves to “style boxes.” We are investors, not speculators, and thus, believe that over the long run security prices tend to reflect fundamental developments involving the underlying businesses.

The key to our strategy and philosophy is to understand the unpredictability of the short-term cyclical and emotional nature of the market and the predictability of the longer term trend of reversion to the mean.

Alternative Investment Management

Alternative investing involves managers who typically seek to generate an absolute return, independent of the direction of the overall stock and bond markets. This return is accomplished either through active hedging of stock and bond investments, by investing in carefully researched event-driven situations or by investing in inefficient areas where experienced competition is limited. These investments include distressed investments, private equity, real estate, long/short equity, among others.

Alternative investments often have a low correlation to traditional market indices. Therefore, balancing investments in traditional asset classes with alternative investments can enhance returns, reduce volatility and provide diversification to an investor’s overall portfolio.