We are intermediate term investment managers with a global focus. This means that when considering an investment for our clients we are focused on understanding the implications of this investment over a 2 to 3 year period. We believe ourselves to be investors in the global economy. With over 50% of the world economy outside the United States, international investments have, and will continue to be a vital part of our clients’ portfolios.
We don’t believe buy and hold is a viable long term approach to investing. We are proactive investment managers, who will adjust our allocations to various asset classes, (stocks, bonds, cash, etc.), depending on our assessment of where we are in the business cycle. Our strategic investment tools provide a disciplined approach to this process. A prime example of this was in September of 2008 when we had 50% of our clients’ investments in cash.
We will normally emphasize mid cap companies in our portfolios. Our research has shown that over the years mid caps tend to be the ‘sweet spot’ in the market. Historically this group has out performed large caps without as much volatility as small caps. Emphasizing mid caps simply gives our clients a greater chance for success.
Constructing income portfolios has become an area of special expertise within our firm. We have over 20 years of experience in creating portfolios which provide our clients with reliable income at retirement. We use a variety of fixed income vehicles and strategies to deliver to clients attractive yields even in this current environment of extremely low yields.