Outcome Driven Solutions

Going beyond the typical global asset allocation and rebalancing funds, we've designed our strategies to deliver a more predictable return over time, improving the probability of success for our clients.

We firmly believe that the average is not normal, that risk is not static, and that losing less is worth more. Our investment mandate is for significant upside participation with explicit downside limits and lower volatility than traditional asset allocation products.

Three simple, easy-to-use solutions that can help you reach your investment goals, no matter what stage of life you're in.

Stable Growth

As an alternative to a bond fund, we've designed this conservative global asset allocation strategy to preserve capital and deliver a return in excess of the rate of inflation. The portfolio provides diversification through exposure to U.S. and international stocks, bonds, real estate, commodities and currencies. While emphasis is placed on fixed-income securities, the portfolio has the flexibility to invest in equities and other asset classes. Our target loss limit is no worse than 5% over any trailing twelve month period.

Robust Growth

We've designed this moderate global asset allocation strategy to deliver long-term returns similar to the S&P 500 while retaining appealing bond-like characteristics such as lower volatility and shallower drawdowns. The portfolio provides diversification through exposure to U.S. and international stocks, bonds, real estate, commodities and currencies. Our target loss limit is no worse than 10% over any trailing twelve month period.

Dynamic Growth

We've designed this aggressive global asset allocation strategy to pursue long-term total returns with less risk than traditional aggressive allocation portfolios with very large equity exposures. The portfolio provides diversification through exposure to U.S. and international stocks, bonds, real estate, commodities and currencies. Our target loss limit is no worse than 15% over any trailing twelve month period.

All three strategies are comprised of long-only portfolios utilizing a wide variety of asset classes implemented through exchange-traded funds (ETFs). To learn more, contact us.