Asset Allocation

Our strategic asset allocation process includes a number of steps to gain a clear understanding of your personal objectives, risk parameters and liquidity needs.   When we prepare an asset allocation study, we use forward-looking capital market assumptions and cutting-edge software that employs analytics to identify appropriate asset mixes for a range of scenarios.  After analysis, we recommend strategic diversification across and within multiple asset classes and styles as a first-step in making proactive investment decisions.

In our process we:

  • begin with a neutrally-weighted portfolio
  • identify areas of overvaluation/undervaluation through fundamental evaluation of asset classes
  • recommend tactical overweight/underweight shifts as opportunities present themselves
  • continually monitor asset class fundamentals and make portfolio changes and adjustments as needed