Our Process

Our portfolio managers and analysts use definitive strategies as well as original and secondary research for developing each of our fundamental methodologies to manage a range of asset classes. The original research involved entails quantitative and qualitative evaluation of several factors that are used to develop and implement investment ideas, as well as secondary research from established industry resources. Using all the information gathered, we build specific strategies that move towards established financial goals. Built into our process, is ongoing management to ensure that as needs change over time, the plan evolves right alongside.

 

 

ASSET ALLOCATION
PROCESS

 

MUTUAL FUND
METHODOLOGY

 

FIXED INCOME
MANAGEMENT

 

EQUITY
METHODOLOGY