Our investment philosophy is focused on earning the highest possible returns within the confines of an acceptable level of risk. As our clients typically have a long time horizon, we, in turn, take a long-term, strategic approach. We have applied this approach consistently since the inception of our firm in 1980. Our investment philosophy is as follows:
Our investment process is driven by our investment philosophy and entails setting policy based on objectives, analyzing the risk and return associated with asset allocation strategy, in-depth and ongoing due diligence of investment managers, customized performance reporting and attribution analysis, and fulfilling customized requests for information.
We are comfortable advising clients in all aspects of their investment process. Please note that we place no limits on our services under our all-inclusive fee structure.