Investment Management
Portfolios that balance returns with risk that won’t keep you up at night.
Bespoke Investments, Unbeatable Value
We take pride in our ability to create highly customized investment portfolios that are tailored to each client’s unique needs and goals. With over a decade of professional investment experience, we have the expertise to design and manage strategies that reflect your individual risk tolerance, financial situation, and investment objectives.
Actively Managed Strategies
Actively managed investment portfolios that follow a specific style to meet each clients’ needs (eg. value, growth, dividend income, etc) with fundamental security analysis and selection.
Diversified Portfolios
Strategies utilizing low-cost ETFs and/or direct indexing to provide diversified asset exposure. Portfolios are customized at the asset, sector, or factor level to adhere to client needs.
Trust and Foundation Management
Bespoke investment strategies designed to achieve the unique goals of trusts and foundations. We design investment strategies to match the duration and liquidity requirements of accounts with mandatory distributions, and carefully manage the volatility to maintain a sustainable withdrawal rate.
Expert Investment Management that Evolves with You
Change is a constant in the markets, but also in your life. Your portfolio shouldn’t be static, it should adapt with you to accomplish your goals.
1
Goals and Requirements
Goals, timeframe, liquidity needs, risk tolerance – your investment portfolio should be designed in line with all of these. We help identify and map out what you want to accomplish, and how.
2
Investment Policy Statement
We draft your personal investment policy statement – this is a document that serves as the handbook to your investments, codifying the goals and restrictions, as well as the strategies to be used to achieve the intended results.
3
Portfolio Design
We design your portfolio based on your IPS, selecting stocks, bonds, ETFs, or mutual funds with the goal of minimizing risk at the targeted level of return and maintaining a focus on low costs.
4
Ongoing Management
Life changes. Market volatility. Economic change. We ensure your portfolio is agile and adapts to circumstances as they change, to ensure your goals are always being met.
Benefits
- Bespoke investment strategies that clearly match your goals, risk tolerance, and time horizon.
- Thoughtful and active investment rebalancing to optimize returns.
- Nimble asset allocation changes when faced with shifting market conditions or life events.
- Consolidation of your investment accounts to simplify your money management.
- Tax sensitive management to reduce your tax burden and ensure your investment strategy synergizes with your taxes. We actively and intelligently harvest tax losses, as well as make tax recommendations in our financial plans.
What is Direct Indexing?
What is direct indexing? Direct indexing is a powerful investment technique that involves investors purchasing the individual stocks that make up an index.