Investment Consulting

ALLOCATION OF ASSETS
Once we determine a client’s objectives and constraints, we then establish an appropriate asset allocation – the portion of the client’s assets invested in various asset classes.

These classes may include cash (money market securities), equities (common and preferred stock), fixed-income securities (government, agency, municipal and corporate bonds), real estate and alternative investments (hedge funds, private equity).

SECURITY SELECTION
After the asset allocation is determined, we select those securities which most appropriately conform to the client’s objectives and constraints.
Our equity and fixed income disciplines provide the necessary framework for the security selection process.

MONITORING THE INVESTMENT STRATEGY
Our investment process takes changing client objectives and constraints into consideration.

Once the process begins, we continually monitor our client’s needs, the asset allocation and security selection. We then suggest and make changes to ensure our client’s investment portfolio is appropriately structured at all times.