OUR CORE STRATEGY
The right balance of return and volatility is a critical component in long-term wealth creation and preservation. In general, asset classes with higher returns have higher volatility. What we need to avoid, therefore, is unnecessary volatility. An efficient combination of asset classes, and managers, those with low correlations, will reduce the unnecessary volatility, reduce the amount of time the portfolio is working out of a decline, and will ultimately provide a higher compound return meeting the overall objective of long-term wealth creation and preservation. We incorporate this view into our asset allocation design for clients.