Investments

Active

Our actively managed portfolio utilizes an alpha beta separation strategy.  We deploy the strategy with a global macro overlay to control risk allocation and minimize portfolio turnover.  Our research shows this methodology lowers overall portfolio risk while generating alpha.

Passive

Our passive portfolio follows an endowment model by diversifying across multiple asset classes but in a more risk controlled manner.  We focus on the lowest volatility securities within each asset class.  Our research shows this approach has historically pushed the limits of efficient frontier by maximizing returns and minimizing volatility.

For risk averse clients we can reduce risk even further by moving away from the efficient frontier by increasing the allocation to the lowest volatility asset classes.