Our managed account process begins with gathering information about your goals, investment objectives, and risk tolerances. This lets our advisors understand the core of your investment needs. Next, we formulate a customized asset allocation that addresses your investment preferences.
Once the proper asset allocation is in place, we begin adding individual positions that have been carefully researched and analyzed. We hand-pick and thoroughly research each investment based on deep-value investing principles that keep our clients’ long-term best interests in mind.
Since every position we own has a defined strategy and valuation attached to it, you can rest assured that each position addresses your specific goals. We operate this way because it allows us to remain accountable for our performance, as opposed to being a “closet” index fund, like most mutual funds tend to be, in our opinion.