Investment Approach
We believe that an investment relationship deserves to be treated with care, respect and individual consideration. We sit down with clients to determine appropriate goals and risk levels after considering factors such as current asset base, future earnings, investment time horizon and upcoming major expenditures. Then we construct and monitor an individualized portfolio, making changes and adjustments over time as necessary.
We use exchange traded funds (ETFs) as our primary (but not sole) investment vehicle. ETFs track the performance of different industries or sectors. For instance, an ETF can mimic an index, such as the S&P 500; a sector, such as banking or energy; a geographic region; or even a strategy like growth or value. They are more passive investments than mutual funds in that the holdings change very infrequently. As a result, they can offer a significant cost advantage as well broad market exposure.
We also look at hedge funds and private equities opportunistically, making investments based on specific manager's track records and current risk vs. reward scenarios. While our returns since inception two years ago have been superior to the market, we prefer clients who choose us based on trust and mutual respect as well as performance. Our ideal client is an investor with a minimum of $500,000 who believes that our investment process will deliver over time.