Thoughtfully Crafted Portfolios
As stewards of our clients' wealth, we’re committed to always employing prudent investment management strategies that draw on a wide range of traditional and alternative investments. We start by poring through extensive market, sector, and security research from:
- Wilshire Associates – 40+ years of institutional advisory experience with more than 300 associates worldwide and consulting on over $940 billion in assets
- Ibbotson Associates – a Morningstar company and pioneer in the field of asset allocation modeling, risk tolerance analysis, and financial analysis software tools
- Commonwealth Financial Network® – our affiliated research team includes more than 20 dedicated and highly credentialed professionals
We leverage all of this data and capital markets insight to develop our core asset allocation models. Once the models are created, we then primarily use a combination of mutual funds and exchange-traded funds (ETFs) along with domestic and international equities and fixed income securities to build out the models. For clients that meet the SEC’s definition of an “accredited investor,” we may also recommend the inclusion of select alternative investments such as private equity as well as long-short and factor-based investments to help mitigate risk and maximize risk-adjusted performance.