The main objective of our Portfolio Design process is to determine the most appropriate asset mix for your family to achieve its short and long term objectives.

Once we have a complete picture of your families most important financial goals, your unique financial DNA and the returns required to achieve them we are then ready to begin our portfolio design process. During this collaborative process we then clarify your unique risk preferences, liquidity needs, income requirements, investment time horizon and any family tax considerations. We then model the impact of various changes in your lifestyle over the life of your plan, and how economic variables such as inflation and market volatility may effect your long term plan.

Once we have completed our portfolio design process we then create communicate your personalized investment strategy in  your personalized Investment Policy Statement (IPS).  Our IPS summarizes your families main investment objectives, outlines the strategies we will employ to meet them, and provides a road map of how your overall portfolio will be managed including any outside assets we may not be managing.

Our Five Step Portfolio Construction Process

 

 

 

In addition to any unique portfolio requirements, your customized portfolio is designed to achieve multiple objectives:

• Maximize return for risk taken using evidence based investment strategies
  
• Reduce risk by diversifying investments across multiple asset classes, currencies and globally
• Enhance risk-adjusted returns through systematic rebalancing and portfolio engineering
  
• Utilize appropriate tax planning strategies to minimize and defer your overall tax liability on investments