Investment Management

It’s time to take a step up from cookie cutter investment advice and into true investment management. That means an authentic partnership aimed at growing your financial and psychological wealth. We strive to manage your investments in a way that serves your best interests.

Our investment management professionals go beyond offering suggestions and help you gain clarity around your investments, so you can have more confidence and peace of mind.

Our Investment Management Services

Comprehensive Portfolio Management

Our portfolio management services begin with us getting to know your goals, time horizon and risk tolerance, so we can build out a strategic and diversified portfolio for you. From there, you can entrust the management to us. You’ll have a team of experienced portfolio management professionals looking out for your best interests and your lasting wealth.

Risk Analysis

Overexposure to risk is something investors often do without realizing it because they’re not sure where the hidden risks lie. We help you defeat the knowns and possible unknowns on your path to lasting wealth. With our risk analysis services, we will help you gain a better understanding of your risks and how to mitigate them in a way that aligns with your investment goals and retirement timeline.

Stress Testing

The market is unpredictable and as recent years have taught us, there is no way of knowing for certain what’s around the corner. Still, there are ways to help mitigate risk. Stress testing allows you to see how your investment portfolio might fare in the event of a drastic economic scenario.

By simulating those scenarios, we can look at where your portfolio of investments might be weakest and form strategies to strengthen it. If you’ve worried about what an economic downturn or particular market conditions might do to your portfolio, we can help you find out.

Portfolio Strategy & Implementation

One of the services we offer involves planning the long-term strategy of your portfolio. We’ll discuss your short and long-term goals with you. From there, we will generate a portfolio strategy that should align well with the goals you have in mind.

Once that strategy has been developed by our team of financial professionals, we can set about the process of implementing the strategy on your behalf. We believe taking the strategy from a plan on paper to real-world implementation is one of the things our team does best.

Alternative Investment

Alternative Investment is a broad term. We consider this to be anything outside of the traditional public equity markets and core fixed income markets. These may include investments focused on reduced downside exposure, leveraged exposure, long/short, enhanced yield, real assets and commodities, to name a few. This is of increasing importance because of high valuation and high correlation in the public markets. Given the current market environment, and for certain clients, we may need to seek opportunity outside of traditional investments.

Business Cycle Investment Philosophy

Business activity tends to have a rhythm throughout economic cycles. These cycles can last upwards of a decade. Companies and Sectors can act differently during various phases of the business cycle. We use this cycle to inform portfolio positioning, risk levels, and where opportunities may exist.

Concentrated Position Strategy

The challenges and opportunities that come with concentrating your portfolio of investments heavily in one particular stock can be tricky to manage. If this is a strategy that you want to implement, but don’t want to deal with the work that comes with managing it alone, let our portfolio managers help.

Our concentrated position strategy enables you to maintain your large holding in one position without having to worry about the day to day maintenance of that position. We will manage that for you and strive to protect your interests as an investor. 

Let’s take this journey together.

We’re here to help guide you in your financial journey to success and a more secure, confident future.