We believe that the most important thing about an investment philosophy is that you have one. When you look at the best financial advisors, what sets them apart is conviction for what they believe in and the power to firmly hold those convictions in place for their clients. Since each advisor also has their own philosophy, we provide customizable models across both active and passive strategies. We don’t tell advisors what their investment philosophy should be; instead, we offer both active and passive solutions.
Our investment process is robust, portfolio decisions are not made by individuals or off hunches. We have a five-person committee with over 75 years of combined of investment management experience that meets quarterly to discuss the portfolios. Understanding the investment story and why changes are made is paramount for having a successful investment experience. If changes are made, we provide advisors with communications explaining the changes and related reasonings, designed to help them facilitate useful conversations with their clients.
Effectively managing portfolios means always thinking ahead. Our team applies the latest research and market insights to select strategists and to design portfolios that will adapt to shifting market forces. We provide advisors with proprietary customizable model portfolios, freeing them to focus on the things that really drive one’s investment experience – financial planning, client education, and building deep client relationships.
We carefully select investment providers based on rigorous standards, including investment philosophy, experienced people, clearly defined processes, and performance that reflects their philosophy. Our platform includes a wide range of options, from large institutions to boutique providers. No matter their size, all of our strategists fit our purpose-built approach to managing investments.