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Investment Management

We help clients think through their most pressing investment-related issues and build portfolio solutions for any market environment. In developing your investment strategy, we start with an in-depth process of discovering who you are, what your priorities are, and what you want to achieve. Then we apply our skill and experience to manage investment solutions that best fit your unique needs.

We offer a range of investment resources and services to help you reach you goals: Individual stock portfolios, individual bond portfolios, comprehensive portfolio management, ongoing investment monitoring, asset allocation, hedging strategies, risk management, income strategies, tax planning, and periodic portfolio reviews.

Investment Philosophy

We believe that a disciplined, analytical process - grounded in academic theory and fundamental research - drives success in the long-term.

We use evidence, data, and logic to make investment decisions.

Process

Acting in a fiduciary capacity, we work with you to design an investment strategy that is integrated with all aspects of your financial life. We invest using a consistent, structured process coupled with strong research and risk management and active portfolio management. You can count on us for expert advice and counseling at every juncture of your financial life, with personal attention and professional results.

What's Our Edge?

Institutional Approach - We bring an sophisticated, institutional framework to individual investors.

Unbiased - We are independent.

Factor Investing - We use a proprietary, quantitative stock ranking system to evaluate investments across an extensive group of factors, including value, size, quality, momentum, and safety. We build portfolios to favor stocks with the optimal combination of these factors, and may tilt portfolios towards certain factors deemed more attractive in the current environment.

Fixed Income - We manage portfolios of individual bonds to help manage risk and generate income.

Options - We may use options to enhance the risk-adjusted total return potential of our portfolios.

Flexibility - We may adjust asset class exposure to avoid undue risk, and attempt to take advantage of attractive areas of the markets.