Intensive Research and Intellectual Honesty

We believe that intensive research, intellectual honesty, and discipline are critical to investment success. We are committed to rigorous analysis and engage in spirited internal debate to avoid group-think. Our firm’s investment research supports our asset allocation, manager and investment selection, portfolio construction, and portfolio management decisions. The portfolios we offer make use of an array of active and passive strategies, as well as non-traditional and private alternative investments.

We can’t know what the markets hold in store in the near term. Nobody can. But being intellectually honest in our process, and challenging ourselves to acknowledge what we can and can’t know, allows us to invest with conviction when it makes sense and to balance a range of outcomes when risks are higher or compelling opportunities are not present. This lets us position our client portfolios appropriately across a range of market environments.

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Our investment expertise and services include:

Asset allocation and diversification
Manager and index investment research
Alternative investment strategies and private investment vehicles
Use of socially responsible or ESG focused investments
Tax managed portfolios and tax-optimized strategies
Rebalancing strategies
Global asset allocation
Outcome-oriented investment portfolio construction
Cash flow planning and management

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Helpful Insights

Investment Perspectives

Global Trade and Other Impacts on the U.S. Dollar

With the continuing outlook for the U.S. economy generally optimistic, focus has turned to changes coming from the next administration, such as potential reductions in taxes and regulations. Concerns have begun to surface about rising national debt and deficit spending, while the U.S. dollar also faces risks from "de-dollarization" due to geopolitical tensions. In this post we cover an outlook for the U.S. dollar and its position among world currencies.

4 days ago

Investment Perspectives

Client Symposium Replay: Investment Panel Discussion

The investment panel discussion video and accompanying materials from our Fall Client Symposium event are now available for viewing. The panelists covered questions about U.S. fiscal and monetary policy, inflation, the election, and an analysis of the global equity markets and fixed income opportunities.

Wealth Planning

Timely Tax Planning Techniques for 2024

With less than a month left in the 2024 tax year, we wanted to highlight timeless tax planning techniques that can help reduce taxes and potentially improve after-tax investment returns. In this post we share some of the strategies that our advisory team considers as we help clients optimize the tax-efficiency of their overall planning in addition to our portfolio management on their behalf throughout the tax year.