Our modern investment approach is driven by an active, transparent, time-tested approach. We believe in process; investing in individual securities around the world that meet our rigorous quantitative and qualitative standards, while actively managing risk. Your portfolio should be something that’s easy to understand and that you can take pride in.

Let’s talk about investment performance…

• Performance is about being active (vs. passive).
• Investment markets are ever changing – our active style allows us to take advantage of opportunities
• Performance is about actively managing risk.
• Our Active Risk Management process mitigates losses – thereby enhancing returns
• Performance is also about keeping costs low.

We invest primarily in individual securities from all over the world, (stocks and bonds),so we help you avoid the fees and costs of managers that employ mutual funds or exchange traded funds (ETFs) only. ETFs may at times be employed for a small percentage of a portfolio to capture “hard to reach” markets.

By investing in individual securities, you see the stocks you own. By comparison, mutual funds and ETFs don’t offer anything close to transparent.

Our Active Risk Management (ARM) process has stood the test of time to mitigate significant market downside. We believe in an active approach to managing risk throughout the market cycle. Our team recognizes that many market related events are unpredictable. Therefore, our risk management process is essential to protecting your investments at all times. ARM allows our team to manage your exposure to various asset classes and sectors while employing carefully placed stop-loss orders on each security. These disciplined processes and tools remove the behavioral biases that are often the cause of poor investment results.

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.

Mitigate catastrophic loss and protect your wealth plan

Stop-loss % away depends upon stock volatility factors such as beta and “normal”correction range.