Quality, Diversification, and Time are three major components of a successful investment strategy and are at the core of our investment philosophy. These elements are crucial for creating strategies that help increase your wealth, provide you with peace of mind, and reduce the impact of market fluctuations on your portfolio.

 

Quality Investments

Invest in companies that have evidence of a successful track record

• Large-cap equities tend to provide a return that has less volatility than small-cap equities
• To achieve higher returns, an investor may want to adjust the risk within their portfolio, if suitable based on their overall objectives
• Active professional investment management can potentially reduce portfolio and market risk through a process of due diligence for security selection and asset allocation
• Professional investment management may enhance a portfolio relative to benchmarks
• It is paramount that an investor understands and exercises a disciplined investment philosophy

Investment Diversification 

Limit portfolio risk by diversifying through various industry sectors, capitalizations, countries, and investment styles

• Asset mix is one of the most important factor in determining the long-term performance of a portfolio
• Risk can potentially be reduced by diversifying across asset classes
• There are many investment styles (i.e. Value, Growth, Income, GARP, Momentum, etc.) and research (i.e. Technical, Fundamental, and Quantitative) that can contribute to portfolio performance; generally, no one investment style or research method consistently outperforms the other
• Foreign equities can potentially enhance the returns of a portfolio and reduce the volatility of a portfolio in the long-term
• Over the long-term, currency movements may not have a significant impact on a portfolio and therefore currency hedges require review as to the benefit
• Other asset classes such as private equity, real estate, hedge funds, and infrastructure, may have a place in meeting an investor's investment objectives, but only after a proper suitability assessment and due diligence has been completed.