Portfolio Construction

As  managers of portfolios for individuals and corporate clients, it does not matter to us if you are considering investments in real estate, the stock market or in fixed income: the decisions you make should be carefully vetted and thoroughly discussed.

The set of potential investments from which we build client portfolios takes into consideration the broadest possible set of available investment assets and investment strategies. We construct portfolios on the basis of expected returns, expected risks, and expected asset class correlations across the global universe of publicly traded investment securities and private investments. We evaluate the full range of investment strategies being applied across the various asset classes, from passive index-matching strategies to concentrated active management; from mutual funds to limited partnerships to structured investment products. We do so with the objective of linking time-tested investment principles and innovative approaches to meet clients’ unique financial needs.