Global Diversification, Focused Exposure

Our portfolios offer intelligent, focused exposure in the context of global diversification. By not restricting our investment universe to only a small subset of opportunities such as US stocks, we are able to strive for the most efficient portfolios possible (i.e. increased return per unit of risk).

Our portfolios are designed with your needs in mind and tailored for each account’s return requirements, income needs, size, and tax situation.

We incorporate sophisticated macroeconomic analysis in order to make suitable tactical shifts in allocations, so your portfolio is positioned to benefit in an ever-changing set of market circumstances. Macro factors are particularly relevant because the majority of performance differences between managers is explained by macro allocation factors alone (i.e. being invested in the right asset classes).

Within asset classes, we apply rigorous fundamental analysis in order to allocate to high-graded securities and funds.

We dynamically rebalance portfolios, returning them to target allocations and exposures, in a manner sensitive to your tax situation. We proactively employ strategies such as tax-loss harvesting to improve after tax return in taxable accounts. Our strength lies in our integrated approach, which strives to keep your complete financial picture in mind.

Our vertical integration means we charge one layer of fees. This configuration saves our clients on product-level fee expenses.

The result: a customized portfolio, designed with your specific objectives and constraints in mind, positioned to prosper in today’s macro environment.