Understand client goals and risk profile
(click for details) |
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Before any money is invested, it is
important for us to know about a new client's financial status, goals,
and tolerance for various types of risk. |
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Look everywhere for the best potential returns
(click for details) |
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No one asset group is
always the best performing or most appropriate. In seeking value, we look at companies of all sizes,
industries, and location. |
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Allocate assets appropriately
(click for details) |
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Most broadly with
balanced accounts, a proper mix of bonds and stocks is determined and
maintained with disciplined rebalancing. Within asset categories, we
apply prudent filters and controls to reduce risks from any one company,
industry, or asset type. |
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Apply proprietary stock selection
matrix (click for details) |
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To construct and
improve portfolios, we apply rigorous investment analysis which includes
best-in-breed industry research, a unique mathematical evaluation of
earnings and growth, and thorough evaluation by professionals with over
25 years experience each. |
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Ensure diversification
(click for details) |
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Whatever the results
of our research, we do not allow clients to be over-exposed to any one
company or industry. |
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Monitor key variables
(click for details) |
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Even after portfolios are
fully invested, we continually monitor the economy, markets, and
individual stocks to evaluate whether or not positions currently held
would in fact be purchased anew, and whether other adjustments might be
efficacious. |