Our proactive investment management process is delivered on a fully discretionary basis. Following the establishment of agreed-upon guidelines, we invest your money accordingly and you are kept abreast as the executive in the relationship. We believe the confidence you place in us should be founded on your understanding of our philosophy and strategies.
Consistent and clear communication goes hand-in-hand with building a deep level of trust in our decisions and strategies. We believe our demonstrated commitment to communication will result in a successful, long-term relationship with you.
Working to deliver a risk-managed investment solution has been our consistent focus and objective. Our academic, professional and historical record demonstrates our emphasis on assessing risk and the importance we place on possessing the flexibility to manage risk.
Our focus on the tradeoff between investment risk and reward has been constant since our firm’s founding. The challenge of recovering from avoidable deep portfolio losses has always been clear to us. For this reason, our proactive portfolio management process includes the ability to employ hedging strategies when we determine the overall risk of loss is elevated. The large investment flexibility our clients provide us is paramount to the delivery of our investment management service.