Portfolio Management
Our investment methodology incorporates findings from academic and Nobel prize-winning research including:
• Modern-Portfolio Theory
• Neuroeconomics
• Behavioral Finance
Informed by research and facts, we believe successful investment management depends on assessing a client’s goals and risk-tolerance to create a portfolio tailored to personal circumstances. We believe this is best achieved by separating what is reasonably predictable from what is anecdotal. As such, we seek to leverage elements that provide some control (such as taxes, fees and long-term discipline) or lasting patterns (the historical wealth creation power of global capital markets). We recognize and mitigate elements that aren't reliably predictable by diversifying and systematically rebalancing portfolios.
In Practical Terms:
Based on your risk-tolerance and financial circumstances, we create an Investment Policy Statement (or IPS) for each client. The IPS spells out the portfolio management strategy we will pursue and how performance will be evaluated. Periodically, investment results will be reviewed and discussed together. This will help you understand how the achievement of your goals is coming along, and to plan any needed changes or adjustments.
Our investment methodology incorporates findings from academic and Nobel prize-winning research including:
• Modern-Portfolio Theory
• Neuroeconomics
• Behavioral Finance
Informed by research and facts, we believe successful investment management depends on assessing a client’s goals and risk-tolerance to create a portfolio tailored to personal circumstances. We believe this is best achieved by separating what is reasonably predictable from what is anecdotal. As such, we seek to leverage elements that provide some control (such as taxes, fees and long-term discipline) or lasting patterns (the historical wealth creation power of global capital markets). We recognize and mitigate elements that aren't reliably predictable by diversifying and systematically rebalancing portfolios.
In Practical Terms:
Based on your risk-tolerance and financial circumstances, we create an Investment Policy Statement (or IPS) for each client. The IPS spells out the portfolio management strategy we will pursue and how performance will be evaluated. Periodically, investment results will be reviewed and discussed together. This will help you understand how the achievement of your goals is coming along, and to plan any needed changes or adjustments.
