OUR INVESTMENT PHILOSOPHY
Our investment philosophy is based on proven principles of Modern Portfolio Theory, Scientific Research, Proven Results and common sense based on of years experience.
Modern Portfolio Theory in essence means viewing investment results, investment return and volatility risk, in terms of all of your investments combined into one portfolio. The idea here is that “the whole is greater than the sum of its parts” in the same way that an angel food cake is more and different from its individual ingredients. With this approach we have effectively controlled our clients investment risk while maximizing their expected returns.
In addition mixes of securities are selected such that some are correlated to be up when others are correlated to be down. As a result clients achieve more return for any given level of risk. Our practice also incorporates the field proven research of Fama and French. Fama and French determined the source of 97% of equity returns. This research guides us in selecting assets that are proven to capture the returns that most others miss.
