Our Philosophy

 

Our main focus is to manage assets for long-term growth of capital that is fundamentally driven by the needs and objectives of the clients. A tactical asset allocation process is used as the cornerstone of every portfolio.

In this process, we evaluate the market environment on a monthly basis to determine which asset classes and styles have the potential to offer a better risk/return opportunity. As a result, we take advantage of market opportunities by overweighting or underweighting those various asset classes and/or styles as deemed appropriate, within the context of client objectives.