What investment strategy or philosophy do you follow in making recomendations to clients?
We want to own only liquid marketable securities that provide the flexibility for us to easily exit a position if need be. We blend different types of non-correlated investments to control overall portfolio risk, and endeavor to minimize investment costs for our clients. Our customized asset allocation approach incorporates the current economic and interest rate environment, along with the client’s goals, time frame, risk tolerance level, and income tax position. Preservation of capital is an overriding objective for all accounts.
