Asset Management
Dynamic, Research-Driven Investment Strategies
Our Core Solutions portfolios provide exclusive access to our extensive capital markets research through expertly designed, risk-based investment strategies. Each strategy is carefully crafted and actively managed by our seasoned Portfolio Managers, who meticulously select and oversee its foundational components.
Our approach blends in-depth research with a tactical overlay to address near-term opportunities within a long-term investment framework. This tactical overlay allows us to adjust portfolio allocations based on current market conditions, economic outlooks, and specific investment opportunities. These short-term adjustments, typically spanning several months to a couple of years, are designed to reduce risk or capitalize on emerging trends.
While tactical shifts maintain alignment with your overarching strategic allocation, they add an essential layer of flexibility and adaptability. The result? A balanced approach that aims to enhance returns and manage risk—leveraging short-term opportunities while staying true to your long-term investment objectives.
Custom Solutions
We understand that everyone has unique circumstances, whether it's owning a significant individual stock position with a low-cost basis, preferring environmentally- and socially-responsible investing, or needing a tax-sensitive approach. Our Custom Solutions provide all the advantages of our Core Solutions, backed by our comprehensive capital markets research, with the added benefit of being custom tailored to our clients’ specific preferences.
Fixed Solutions
Our Fixed Income Solutions offer clients a tailored approach to meet specific financial needs through a collaborative partnership between our portfolio managers and a skilled team of institutional fixed income traders. This team combines technology, market expertise, and an extensive network of liquidity providers to ensure institutional-level pricing and quality execution directly within clients' brokerage accounts. Each portfolio is regularly monitored and optimized in alignment with defined investment parameters, offering fully customized solutions that cover the full fixed income spectrum, including tax-sensitive strategies and legacy holdings.
Our investment strategy centers around a "laddered approach" to fixed income, where bonds with staggered maturities create a balanced framework for risk management, income stability, and liquidity. This structure reduces interest rate sensitivity, improves liquidity by ensuring bonds mature at regular intervals, and provides flexibility to reinvest at favorable rates when bonds mature. Laddering also diversifies timing risk, as bonds are distributed across different maturities, minimizing exposure to any single economic or interest rate environment. This disciplined yet adaptable strategy empowers clients to meet changing market conditions, preserve capital, generate income, and achieve long-term financial goals within a well-structured fixed income portfolio.