Asset Management

Asset Management

In building portfolios, we take a “bottoms up” approach. In other words, we begin with analyzing the current, near and long term macroeconomic environment. This allows us to identify upcoming trends, ascertain the most promising sectors and industries, and finally, to select the most appropriate investment vehicles whether it be Exchanged Traded Funds, individual bonds or stocks or mutual funds. For those investors who wish to align their socially conscious values alongside their investing objectives, we offer a variety of model portfolios as well.

Additionally, a high level of importance is placed on portfolio income since it can function as a cushion in both down as well as up markets. Our investment approach and philosophy tends to suit clients who have conservative to moderate risk tolerance levels, since we prefer building portfolios that have lower exposure to high beta issues which help to keep portfolio values less volatile.

Contact us to learn more about our Asset Management services:

  • Investment Risk Profiling
  • Personalized Investment Policy Statement
  • Asset Allocation
  • Socially Conscious/Sustainable Investing
  • Third Party Asset Management