GeneratingWealth

DISCIPLINED, TAILORED INVESTMENT MANAGEMENT

Invest with Purpose, For the Long Term

  • Use a goals-based process to craft a customized plan, to match assets to the proper time horizon, prioritization and risk management requirements for each objective.
  • Use the endowment model successfully used by large university endowments through the years.
    • Stated objectives
    • Accountability
  • Long term perspective-TIME IN THE MARKET, NOT TIMING THE MARKET, is the key to success.
  • Prudent Diversification, with:
    • Strategic focus on structural and secular trends and capital market assumptions; and
    • Tactical focus on shorter term economic signals and technical factors to invest opportunistically.
  • Reporting and Monitoring – report performance against stated objectives, market benchmarks and peer groups.

ENDURING PORTFOLIOS TO PROTECT AND ENHANCE WEALTH

  • Build investment conviction through critical analysis of independent investment and economic research by experts worldwide, to maintain objectivity.
  • Remain constant in our approach, to mitigate the negative effects of marketplace noise and to provide a rational framework to prevent impulsive reactions to short-term market volatility and cable news punditry.

INVESTMENT SELECTION MATTERS

  • Investment selection is highly disciplined, involving analysis of quality, fit, fees and potential contribution to the portfolio.
  • After stringent due diligence, we retain unaffiliated, expert institutional investment managers to maintain highly diversified portfolios.
  • Continuous Process:
    • Strategic asset class allocations, with tactical shifts
    • Strategic diversification between
      • Active
      • Passive
      • Enhanced/Engineered Passive
    • Tailored in light of client preference, market conditions and alpha generation opportunities, considering expenses and taxes.
  • Regular Portfolio Allocation Review and Adjustment as needed.
  • Regular Manager Review against benchmarks and peer groups, with adjustment as warranted.

It is a fact of investing that it is always more difficult to know when to fire a manager than when to hire a manager.

FULLY DIVERSIFIED ASSET ALLOCATION

  • Core Fixed Income
  • Developed Markets Public Equity
  • Emerging Markets Public Equity
  • Commodities
  • Private Investments
  • Diversified and Single-strategy Hedge Funds
  • Extended credit, such as high yield or floating rate loans
  • Currencies and Cash Equivalents