Investment Management

The most important decision we make with you is to determine the allocation of your funds to stocks/equities, bonds, cash, and hedging strategies. Once your allocation of funds is determined, we construct a well-diversified portfolio of mutual funds, exchange traded funds, bonds, and stocks. The portfolio recommendations we make are always conflict free.

In addition, we always advise our clients to put aside sufficient cash so that when stock markets decline, as they always do, you are able to stay the course with your customized investment strategy.

The investment database we use includes over 30,000 mutual funds and 2,000 exchange traded funds (ETFs). We apply a disciplined methodology that generates approximately 30-40 funds from which we personally select 10-20 funds for you. We use low cost index funds when we cannot identify an actively managed fund that has a superior risk/return profile.

  • Mutual Funds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Bonds
  • Hedging Strategies for Risk Management