As investment managers, our focus is driven by our clients’ objectives created by their financial plan rather than by a benchmark. We strive for absolute returns, with a focus on risk management and capital preservation, by minimizing drawdowns and creating more consistent returns.
A focus on fees and tax efficiency can greatly enhance total returns.
Diversification is vital and must extend beyond traditional US stocks and bonds to include international stocks and diversifying strategies.
Discipline in process and execution helps manage emotions.
Innovation and creativity is crucial in helping to deliver consistent returns in an ever changing and volatile world.