The most effective and reliable strategy for designing a successful portfolio—and preserving wealth—is in controlling credit risk and maintaining liquidity.
Through comprehensive, bottom-up analysis, we utilize an investment approach that focuses on sector and security selection to minimize clients’ risk exposure.
We focus our efforts on this portion of the portfolio construction process because it can best be controlled, while enabling us to minimize the most volatile area of risk: interest rate exposure.
Ongoing analysis results in an informed and evolving perspective of which sectors afford the greatest measure of safety and value.
After developing a thorough understanding of a client’s goals and needs, we determine the appropriate risk tolerance, maturity preferences, and income requirements.
We then identify and execute upon market inefficiencies to construct a customized, diversified, tax- and cost-efficient portfolio that evolves over time, within client-specified parameters.