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Our Strategy

The core of our investment management strategy is rooted in academics and investing science that has been time tested and validated by Nobel Prize winning financial theorists. Our investment management strategy is grounded in 5 key factors designed to deliver client-focused results:

  • Markets are efficient - The security markets do an excellent job of effectively pricing in all known and expected information available. We do not time the market or select securities based on “gut feelings” or emotion.
  • Diversification is key - Diversification reduces the risk associated with specific securities and asset classes. Our portfolios hold roughly 13,000 of the worlds companies and debt issues across 44 countries, in addition to things the government can’t print such as asset classes like metals, oil services and energy, softs, grains and livestock.
  • Risk and return are purely related - The compensation for enduring increased levels of risk is the potential for greater investment returns. Balancing this risk is the art that goes into the science of portfolio structure.
  • Portfolio structure - The number one determinant of performance is portfolio structure. We create and manage an investment strategy designed to balance growth and wealth preservation with your personal financial needs in mind.
  • Momentum happens - We allocate and implement long term investment strategies, but we don’t walk away blindfolded. Rather, we stay in tune with the security markets because market participants are human – and humans aren’t wired for successful investing. As momentum swings negatively we periodically implement investment strategies to reduce downside volatility.

Our investment management strategy is designed to deliver the confidence necessary to allow our clients financial inspiration throughout their retirement lifetime.


Investing involves risk including loss of prinicpal.  No strategy assures success or protects against loss.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk.