We know it’s easy to get caught up in the emotional ups-and-downs of market fluctuations. That’s why we use a rules-based, team process to evaluate current conditions and make rational, disciplined allocation changes to client portfolios.
Our decision to reallocate assets is always driven by a desire to:
We manage risk inherent in a portfolio by using a mix of traditional assets, like stocks and bonds, and alternative investments such precious metals, commodities, foreign currencies and real estate. Since many alternative investments do not react to market conditions in the same way traditional assets do, they can be a powerful tool to diversify the risk in your portfolio. However, not every asset is right at all times. Timing is critical, and of course, diversification does not guarantee against market loss.
We prefer to use simple, highly transparent investments that can be liquidated at any time without restriction. Clients hire us not because of the investments that we use, but rather our skill and discipline in using them.
We’re watching the market all day, every day. It’s our passion. And we focus on what the market is telling us now, not on predicting the future or relying on long-term historical trends or models that may or may not prove relevant in today’s changing environment. We take a variety of factors into consideration when evaluating current market risks, including:
We know it’s easy to get caught up in the emotional ups-and-downs of market fluctuations. That’s why we use a rules-based, team process to evaluate current conditions and make rational, disciplined allocation changes to client portfolios.
Our decision to reallocate assets is always driven by a desire to:
We manage risk inherent in a portfolio by using a mix of traditional assets, like stocks and bonds, and alternative investments such as precious metals, commodities, foreign currencies and real estate. Since many alternative investments do not react to market conditions in the same way traditional assets do, they can be a powerful tool to diversify the risk in your portfolio. However, not every asset is right at all times. Timing is critical, and of course, diversification does not guarantee against market loss.
We prefer to use simple, highly transparent investments that can be liquidated at any time without restriction. Clients hire us not because of the investments that we use, but rather our skill and discipline in using them.