Investment markets are ever changing – our active style allows us to take advantage of opportunities
Our Active Risk Management process mitigates losses – thereby enhancing returns
We invest in individual securities from all over the world, (stocks and bonds),
so we help you avoid the fees and costs of mutual funds or exchange traded funds (ETFs).
By investing in individual securities, you see the stocks you own.
By comparison, mutual funds and ETFs don’t offer anything close to transparent data.
We believe that successful long-term investment performance is the result of above average investment selection combined with careful risk management. Our Active Risk Management (ARM) is a process employed to manage potential downside risk due to factors that include global economic instability, economic sector or industry weakness, and deterioration in a specific security’s fundamentals. It includes tools and formulas that can affect a portfolio’s asset allocation, sector and stock exposure.
ARM is a process that is continually applied to your investment portfolio depending on the health and stability of financial markets. ARM may cause your portfolio to experience periods of reduced exposure to particular sectors, industries or individual securities, as well as increased cash and fixed income balances. Though risk management does not guarantee against investment loss, we believe that, over the long run, our ARM process mitigates risk and leads to above average investment results.