Financial PlanningInvesting.
While a proper financial plan has many focuses, investment management can be a key driver of wealth generation and preservation.
We help clients manage their investments through our advisor directed program of portfolio construction. Our portfolios use a combination of individual stocks and investment vehicles such as exchange traded funds (ETFs) and Mutual Funds. Together, they are able to provide low-cost, enhanced diversification to protect and grow your capital. The process is highly technical but the underlying securities are rather simple with representations ranging from high growth technology companies to stable government bonds.
Our investment approach is based on the empirical research and theories of mathematicians, statisticians, psychologists, and Nobel Prize winning economists amongst others.
InvestingPortfolio Selection.
Our primary investment methodology is centered around the modern portfolio theory outlined in Harry Markowitz’s 1952 dissertation “Portfolio Selection”.
His theory was based on two main concepts:
- Every investor’s goal is to maximize return for a given level of risk
- Risk to a portfolio can be reduced by diversifying a portfolio through individual, unrelated securities.
While MPT drives the basis of our portfolio construction we maintain an open mind to newly emerging theories of investing.