Our Investment Approach
Our objective is to generate competitive, consistent returns for our clients that meet their objectives over multiple market cycles with an emphasis on capital preservation. This is done by focusing on two things: your asset allocation and our manager selection process.
Investment Policy Statement
We’ll start by designing your individual Investment Policy Statement (IPS), which will serve as the cornerstone of how we manage your portfolio.
Asset Allocation Targets
Next, we’ll focus on determining your asset allocation targets for major asset classes including equities, fixed income, alternatives and cash.
Then, based on your risk tolerance and return objectives, we’ll select sub-asset classes within each major asset class with a focus on diversification.
400-500 Managers Annually
Manager Sourcing & Preliminary Screening – Simon Quick CORE
Investment Research Team Screening
IC Approval to Conduct Qualitative Due Diligence
Investment Committee Approval
8-10 Managers Annually
If an Investment Isn’t Good Enough For Us
It Isn’t Good Enough For You
With a dedication to offering our clients the most well-suited investment opportunities based on their personal goals and our strict manager selection process, our partners choose to invest in the same investment opportunities as you. We’re happy to put our money where our mouth is, because we’re confident in our unique investment philosophy and rigorous internal research.