Our investment philosophy is based upon a 3D approach:
|Diversification||We advocate risk-managed diversification strategies, which we believe help clients to achieve higher returns without taking on excessive risk.|
|Dynamism||We believe in creating value with innovative and dynamic solutions that are actively managed by our seasoned investment professionals.|
|Discipline||Our investment strategies include rigorous due diligence, style purity, and efficiencies around turnover, expenses and tax implications to offer greater value to our clients.|
We believe our 3D approach is aligned with our mission to provide value for our clients:
- Client Focused: Our goal is to produce long-term returns consistent with each individual client’s unique needs.
- Performance Oriented: Asset allocation is a primary determinant of portfolio performance.
- Risk Managed: Diversification is paramount to helping clients earn higher returns in a lower-risk portfolio.
- Efficiently Executed: Low turnover, low expenses, and an awareness of tax implications are fundamental to our portfolio management strategy.