Process

To ensure your success, each portfolio is designed to reflect your unique needs and goals. Our seasoned team provides a mix of investment strategies to achieve superior returns while avoiding undue risk. We select individual assets, construct client portfolios, monitor performance and measure returns.

Portfolios are well diversified across asset classes, industries and individual securities. Once the asset mix is completed, our team of portfolio managers determines the specific securities and weightings to optimize each portfolio. Our approach is both fundamental and opportunistic – identifying undervalued stocks and fixed income securities across various sectors and markets. Our portfolio managers look for companies that have strong fundamentals but are trading at discounts to their intrinsic values. Once a candidate has been identified our analysis includes both “top down” macroeconomic research and “bottom up” company fundamental analysis. We strive to understand the industry, company management, competitive position and financial health for each of our investments. Stocks are continually evaluated to ensure ongoing suitability. Our approach is long-term, structured and disciplined. Every decision is centered around the client and is driven by the expertise and experience of the team.