We base all decisions on the risks and rewards associated with different markets and stay within the parameters of the client’s Investment Policy Statement. Client portfolios typically target one of the following six asset mix strategies: Capital Preservation, Conservative, Balanced, Moderate Growth, Growth, and Aggressive Growth.
Specifically, each portfolio is built in the following way:
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by choosing the right mix of equity, fixed income and short-term investments to generate optimal returns while minimizing risk
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by focusing on high quality short and mid-term government and corporate bonds within the fixed income component for capital preservation and portfolio stability
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by taking a global approach within the equity component to enhance diversification and provide participation in growth opportunities worldwide
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by ‘tilting’ equities toward an appropriate amount of value (stocks with low price-to-book valuations ) and small-company stocks to increase expected rates of return
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by using passively managed investments with highly diversified positions to capture the returns of entire asset classes
