Our Investment Approach

 

Every client has a different set of objectives, constraints, preferences, and past experiences, and we think of every portfolio as a custom home. We act as “architects” and “general contractors” who design and build institutional-caliber portfolios, including all available tools, and as much input from you as possible.

 

We start with a detailed and personalized planning process, centered on you, then build our portfolios by partnering with trusted best-in-class managers or “subcontractors”, some of whom we have worked with for 20+ years.

 

Stocks and bonds belong in almost every portfolio, but as pension fund managers and other sophisticated institutional investors have known for decades, some environments call for a broader array of tools. This is why we began using a wide range of alternative investments in 2010, largely in response to a decade of ultra-low interest rates.

 

We continue to believe that alternative investments offer important diversification benefits. In recent years, our portfolios have benefited tremendously from their steady performance—especially during periods of extreme volatility caused by external shocks such as the pandemic and soaring interest rates.