Our Process - Formulate Investment Policy and Allocate Assets

“We develop a written investment policy statement to serve as an operating plan for
managing family assets.” 
In order to establish investment policy and develop an asset allocation strategy, we:

  • Create a clear, detailed written investment policy outlining performance objectives for each segment of a family’s holdings.
  • Establish a percentage allocation to asset classes based on risk and return guidelines defined by the investment policy.
  • Identify appropriate investment strategies or styles within each asset class designed to minimize risk and enhance after-tax return.
  • Diversify across uncorrelated asset classes and strategies.
  • Select appropriate benchmarks to evaluate manager performance and create a blended benchmark to gauge the performance of the portfolio as a whole.