Our Process


Our firm was created on the principle that aligning the firm’s priorities with client objectives brings a deep level of integrity to an environment typically wrought with conflicts.  We take a holistic approach to determining your wealth management needs, and then we systematically and objectively design a portfolio solution that fits your goals and risk tolerance.  Our aim is to create a collaborative environment that fosters engagement, transparency and openness. 

When constructing a portfolio, we typically start by building an independent, objective top-down macroeconomic viewpoint.  We sort through a global pipeline of fundamental investment research, proprietary leading indicators, and technical factors, and then leverage our decades of investment experience to determine suitable investment exposures.  However, we do not limit ourselves to strictly a top-down framework, as we consistently screen for individual securities with compelling risk/reward tradeoff.  We ultimately aim to create the proper balance of passive and active investment strategies.