Innovative Strategies to
Attempt to Improve
Efficiency and Reduce
Costs
As the capital markets have evolved in recent years, so too have the strategies that seek to capture return for investors. A desire for access to more efficient returns has lead asset flows into passive, index-based strategies replicating benchmark performance rather than using traditional active managers.
We believe our innovative process improves upon conventional index tracking. We use a quantitative formula that deconstructs an index, scores its individual constituents according to a set of rules, then selects the best scoring companies for a portfolio of stocks, re-screened and rebalanced quarterly.
Dynamic indexing strategies are an effective method of capturing return in several asset classes, which we often use in place of separately managed strategies to attempt to improve efficiency and reduce costs.
There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. The process of rebalancing may result in tax consequences.
We employ a personalized process to build a customized, diversified portfolio that addresses your objectives. This process begins with focusing on what’s most important to you as we build a lasting relationship based on understanding and trust. Our team then designs and actively manages your financial plan, adjusting along the way to meet your changing needs.
Asset allocation and diversification do not ensure a profit or protect against a loss.
There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. The process of rebalancing may result in tax consequences.
We are committed to offering you access to a wealth of high-quality investment opportunities. Using our extensive experience with the various choices for your portfolio, we can help guide you toward investments that are the right fit for your circumstances.
Our offerings include:
- Alternative investments
- Separately managed accounts
- Unified managed accounts
- Managed discretionary accounts
- Wrap accounts
- Structured products
- Options
- Traditional investments, like equities, fixed income, annuities, mutual funds, exchange-traded funds
There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. Alternative investment strategies involve greater risks and are not appropriate for all investors. Options involve special risks and are not suitable for all investors.
Our rigorous research and due diligence of investment managers and related products helps ensure we meet the needs of our investors. We provide continuous monitoring and strive to thoroughly vet the wide array of investment solutions we offer. We also stay informed about what’s going on in the markets, reviewing detailed reports and analysis as well as the latest market and economic commentary.