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Investment Management

Our Investment Management Services (IMS) team oversees and deploys our globally allocated and tactically managed portfolios to accommodate each client’s specific investment needs. Foundational to the investment management approach of this team is both the Investment Policy Statement (IPS) process and our Discretionary Portfolio Management approach.

Investment Policy Statement (IPS) Process. Our investment management team starts by developing and designing a written policy statement for each goal within every client’s custom financial plan. By laying out custom liquidity, cash flow, allocation and risk parameter requirements of each client-specific investment objective, this policy statement serves to guide our investment team in their management of the capital we oversee.

Discretionary Portfolio Management Services consists of our investment committee, our portfolio management team and the approach we employ in the management of capital. This team seeks, within the parameters of each IPS, to use our proactive and disciplined investment management process in order to continuously assess the ever-changing market conditions impacting our client portfolios. By following this approach, our management team is able to remain focused on continually analyzing the delicate balance needed to drive long-term goal-driven performance while seeking to mitigate unnecessary investment risk.