Portfolio Management
We offer three series of strategic portfolios with asset allocations that span the risk spectrum – from conservative fixed income portfolios to aggressive equity portfolios.
- Institutional – For clients not concerned about taxes or with qualified assets
- Tax Sensitive – For clients concerned with minimizing taxes
- Tax Deferred – For clients wanting to defer taxes
Our strategic portfolios are:
- Constructed with a focus on evidence based research and knowledge
- Globally diversified
- Implemented using low cost index funds
- Rebalanced each calendar quarter
- Totally liquid
- Tax efficient
The Structure of Our Portfolios
Delivers the broadest possible diversification – sustained over the longest possible time horizon – operated at the lowest possible cost – with optimal tax efficiency – thereby assuring the highest possible share of whatever investment returns the financial markets are generous enough to provide