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Our Investment Process

We carefully and deliberately construct investment portfolios to help pursue the goals of each client.

Our process includes thoughtful asset allocation, believing that diversifying investments across multiple asset classes is critical to successful, long-term investment management.

Then we follow a rigorous investment selection process, seeking money managers who can showcase solid risk-adjusted returns over time.

Each model portfolio is designed to strive for specific performance objectives and cash flow requirements. We also factor in tax considerations and risk tolerance.

We have a cost sensitive implementation process that seeks to minimize investment expenses.

Our Investment Strategy Committee includes experts from industry-leading firms, including JP Morgan, Pimco, MFS, and BlackRock, who bring their best thinking to our table to enable us to develop investment solutions for you.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 


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