Customized Solutions

Investors’ objectives tend to be far more complex than simple return objectives relative to risk tolerance.

Solution

We facilitate innovative solutions for specific client objectives through a consultative approach. We seek to not only deliver on our investment objectives but we also take into account investor behavior in designing strategies that dynamically respond to the current market environment.

Philosophy

We believe that each investor challenge is unique and there is no single perfect solution.

Offerings
  • Strategic and Tactical Model Portfolios
  • Target Volatility Solutions
  • Capital Preservation Strategies
  • Portfolio Completion Strategies
  • Custom Target Date Solutions

DISTINGUISHING FEATURES

  • Proprietary forecasting module that integrates market equilibrium, economic outlooks and tactical signals to derive return forecasts across equities, fixed income and alternative investments
  • Proprietary portfolio construction tool that addresses the limitations of traditional mean-variance techniques. Portfolios are created according to how well we believe it meets the investor’s objective, rather than simply its volatility and return characteristics
  • Established platform. Over 12 years of experience creating customized strategies