The linchpin of our investment management services is our suite of Proprietary Investment Strategies. Our approach to investing begins with the idea that Modern Portfolio Theory (global asset allocation) works until it does not. When panic strikes, all assets correlate and decline in value. The ability to buy and sell assets globally allows us to invest in those assets that our research finds are the most beneficial. We weigh the risk and reward between asset classes on a real-time basis. We compare asset classes based on location, market capitalization, sector, growth and value. Each investment is carefully screened and analyzed utilizing four distinct methods. Should we find an asset class falling out of favor, our strategies will reallocate into a more favorable position.

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Our strategies are comprised of a collection of exchange traded funds (ETFs) carefully curated from a global macro perspective. We have designed two core strategies that incorporate varying mixes of equity and fixed income positions. In addition, we have designed a concentrated satellite strategy that can be added and used to complement each core strategy. After listening to a client’s expressed needs and preferences, we will tailor our platform offering accordingly. Adjusting the mix of these strategies allows us to create a portfolio that fits your individual risk profile. Expected turnover is 25% or less, and we deploy tax harvesting whenever appropriate.

Our strategies are comprised of a collection of exchange traded funds (ETFs) with low expense ratios carefully curated from a global macro perspective.

Our Four Proprietary Strategies

70 Equity/30 Fixed Income – Global Macro Portfolio
  • Utilizes passive index exchange traded funds, a limited number of mutual funds and closed end funds.
  • Takes all domestic and international markets and asset classes into account.
  • Seeks to produce diversification in markets and asset classes while limiting downside and producing superior risk adjusted returns.
70 Equity/30 Fixed Income – Global Macro Satellite Portfolio
  • Utilizes individual equities and fixed income instruments.
  • Concentrated portfolio of ten to thirty positions.
90 Equity/10 Fixed Income – Equity Income Global Portfolio
  • Utilizes passive index exchange traded funds, a limited number of mutual funds and closed-end funds.
  • Seeks to produce diversification in markets and asset classes, limit downside exposure, produce superior risk adjusted returns while producing an expected yield above the All Country World Index (ACWI.)
90 Equity/10 Fixed Income – Equity Income Global Satellite Portfolio
  • Utilizes individual dividend producing equities and fixed income instruments.
  • Concentrated portfolio of ten to thirty positions.