Scientifically Driven Investment Management Solutions
As scholars, studying investment theory and working with nationally-known Ph.D.’s, we use advanced theory beyond the 1990 Nobel-Prize winning principles of asset allocation and risk management. Our investment approach involves empirically proven, cutting-edge techniques to deliver return and income with less risk. As known industry thought leaders, we collaborate with other professionals to continuously enhance our approach.
Optimizing Your Wealth on a Continuous Basis
Ongoing asset management includes updates to your financial roadmap on an as-needed basis. We recommend revisions to your projections and roadmaps when life, tax laws, etc. change or take place. Together, we’ll rebalance as needed so your portfolio does not become riskier and you receive the extra return by adhering to a strict buy/sell strategy.
Manage and Rebalance
Equities, Fixed Income
Agreement and Execution
Your investments will be managed under a tiered-fee structure:
|1.25%||$0 - $500,000|
|1%||$500,001 - $5,000,000|
|0.9%||$5,000,001 - $6,000,000|
|0.8%||$6,000,001 - $7,000,000|
|0.7%||$7,000,000 and above|
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Investment Management Posts
nvestors are shocked that the so-called 60/40 portfolio failed to provide protection from the bear market in stocks this year. Many thought stock and bond prices always move in opposite directions, which was the foundation of their diversification strategy. Today the average 60/40 portfolio is down 18.63% compared with an 18.6% decline in the S&P 500, so this belief was wrong. The combination of rising interest rates and the threat of a recession has hammered both stock and bonds.
Investors are shocked that the so-called 60/40 portfolio failed to provide protection from the bear market in stocks this year. Many thought stock and bond prices always move in opposite directions, which was the foundation of their diversification strategy.
This year, interest rates have increased dramatically, leading to significant declines in bond prices. You may be most aware of this if you own a bond mutual fund or ETF.