We believe that our primary role as an investment advisor is to connect your goals to a portfolio that has the best probability of achieving them at a level of risk that you can tolerate.
Asset allocation, then, becomes the most important decision. Because studies show that asset allocation is the primary factor in determining the portfolio’s results over time, we work closely with your organization to determine your goals and risk tolerance. Since risk and return are two sides of the same coin, we can approach the conversation from either perspective. Our conversation can focus on your goals and result in the amount of risk you must be willing to take to achieve them; or, we can focus on the risk you’re comfortable taking and explaining the returns that level of risk implies.
Either way, our job is to provide a portfolio asset allocation that has the greatest likelihood of matching your stated goals. Then we manage that portfolio to always be consistent with those instructions.
