Investment Process
Our investment process pivots around you and your capital, given your personal targets and specifications.
We begin by understanding you and then creating a strategic asset allocation plan, such as the two examples below.
Example #1
Example #2
Portfolio Industry Diversification Is Maintained & Benchmarked
Portfolio construction ensures that industry diversification is deployed to manage concentration risk, while being benchmarked against the stock market (S&P 500). Sector weights are adjusted based on client capital objectives and risk tolerances.
