As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.
- Superior information management
- Rigorous fundamental analysis
- Sophisticated risk management
- Systematic implementation
Robust Processes and Disciplined Implementation
To implement a process which includes each of these four elements, we developed an approach that focuses on adding value starting with sophisticated quantitative modeling to identify an "advantaged pool" of stocks-a pool of companies with attractive business characteristics that make them more likely to be good stocks to own. We then apply detailed fundamental analysis tools to these stocks to decide if they have the potential to exceed the investor expectations reflected in their current prices. Our fundamental analysis is highly disciplined, focusing on key attributes to identify why to own each stock in terms of growth, quality and an appropriate level of valuation.
Comprehensive Risk Management Tools
We use sophisticated risk management techniques throughout the portfolio construction process in order to identify and avoid unintended risks. Finally, our systematic implementation means we monitor and measure our portfolios comprehensively to help provide consistency and repeatability.
Consistency of Results a Primary Goal
Our disciplined, multi-step process provides our clients with portfolios
constructed to invest in solid, high quality growth equities. Our process is used in managing small, mid, and large capitalization portfolios. Consistency of both style and capitalization exposure is a hallmark of our approach.
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