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Our Investment Process

Investment Commitee

Our investment committee meets on a quarterly basis to evaluate our model portfolio allocations and the securities within the models.  We take a long-term view of the capital markets as opposed to trying to predict what may or may not happen in the next few months.

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Hybrid Management

We realize that there is room in a portfolio for select active managers as well as core passive strategies.  Our goal is to use the evidence cited in economic research to build portfolios that are effective in using both of these approaches. 

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Unbiased Research

As an independent Registered Investment Advisor, we have no affiliation with any specific investment firms.  We do not allow for conflicts of interest that may impact our decision making.  This ensures our clients receive unbiased decision making when it comes to the construction of their investment portfolios.

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