ACTIVE MANAGEMENT



ACTIVE MANAGEMENT IS NOT THE SAME TO ALL PEOPLE.

We will adapt your portfolio in search of investment opportunity, but this is balanced by a disciplined research process and a minimum level of diversification regardless of market conditions. This balance is paramount as markets can move based on emotions and independent of research or rationale.    

WE BELIEVE IN A SMARTER REBALANCING STRATEGY. 

We do not administer a calendar-based rebalancing strategy, where the entire portfolio is arbitrarily rebalanced every month, quarter, or year. Instead, we developed an active rebalancing strategy that offers the following benefits:

 
 

PROVIDES HIGH
OVERSIGHT

 

MINIMIZES TRADE FEES & TAXES

 

CAPITALIZES ON MARKET MOVEMENTS

 
 

EXCHANGE TRADED PRODUCTS

There are a variety of investment products available that can be used to create
portfolios ranging from individual securities, like stocks and bonds, to managed products using a basket of securities, like mutual funds. Our investment solutions typically include over 20 individual Exchange Traded Products (ETPs), such as
Exchange Traded Funds (ETFs).  These products can offer important benefits
relative to individual securities and mutual funds.

 

 

WHY DO WE USE THESE PRODUCTS?

 
 

FULL DIVERSIFICATION

Many portfolios remain limited to a mix of common investments, such as stocks, bonds, and cash. Some investment strategies even rely on a single investment type with the goal of outperforming a particular market index. Our approach is not bound by a traditional definition of diversification, and includes an extroadinarily wide selection of asset types, including often-overlooked specialized investments. The goal of this approach is to offer the following portfolio benefits:

Focus on consistent overall
performance, rather than
outperforming a single benchmark
on a short-term basis.

Reduced dependency on any single financial market by addressing a wider variety of investment risks.

Ability to participate in potentially broader return opportunities across a range of investment areas and changing market conditions.