Investment and Portfolio Management
We follow these core principles for investing your hard-earned assets:
• Your asset allocation should allow you to remain invested for the long term, through good times and bad.
• Using globally diversified portfolios helps to mitigate risk over the long term.
• Minimizing investment cost and income taxes though investment selection and turnover can help keep more money in your pocket.
• Emotion is not a good driver of investment choices.
Our portfolios include three broad categories of investing:
1. Active/Passive for retirement accounts – a combination of actively managed and passive funds strategically chosen to leverage low internal exenses and active management where advantageous to the overall portfolio.
2. Tax Sensitive Active/Passive - a combination of actively managed and passive funds strategically chosen to leverage low internal expenses and active management where advantageous to the overall portfolio while maintaining income tax sensitivity.
3. ESG aware– investing with a purpose. These portfolios are suitable for people interested in investing in companies that address environmental, social and governance factors that impact the world around us.