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Investment Advisory

Generate Competitive Returns | Meet Investment Objectives | Preserve Capital

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.


Asset Allocation

1

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.

2

Asset Allocation Targets

Next, we’ll focus on determining your asset allocation targets for major asset classes including equities, fixed income, alternatives and cash.

3

Diversification

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.



Manager Selection

With our team of in-house specialists, we use a multi-phased approach to identify investment opportunities, evaluate new investment managers and review our previously approved managers.

Beginning with an overview of the investment universe, our team evaluates the strategies available to our investors. Based on several criteria, 400 to 500 managers are identified annually to move through our due diligence process. By the end, our investment committee approves approximately 8 to 10 investment managers that we’re comfortable incorporating into our clients’ portfolios.

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.