With preservation of capital and risk-managed growth as the foundations of our investment philosophy, we begin the investment process by forming a Top-Down view of the global capital market landscape to determine where the best strategic and tactical opportunities exist.

Once we form our big picture thoughts, we look for suitable managers/strategies to express our desired exposures and portfolio themes in a tax efficient and risk-adjusted manner.  Our independent and unbiased approach allows us to access unlimited access to the best managers around the world.

Our portfolio construction process emphasizes not only the selection of best of breed managers but also combining each portfolio holding to ensure optimal diversification when viewed holistically within a balance sheet framework, with strict sizing controls based on our internal risk management controls.  For specific allocations where we cannot identify actively managed strategies that meet our rigorous screening standards to ensure alpha generation, we invest in passive index strategies to gain tax efficient exposure.

Investment Advisory