Disciplined Investment Strategies

We provide a broad range of investment strategies to balance building your lifetime wealth with managing and insuring against risks as you view them. Building your balance includes more than asset allocation and portfolio diversification. Our disciplined approach aligns your portfolio with your values and positions your strategies for your short-term and long-term objectives.

Income Strategies

Maximizing your lifetime income involves building and preserving your principal while incorporating the most tax-efficient strategies. High-quality investments producing strong yields and competitive absolute returns used to mean relying on bonds and fixed income funds dependent on high interest rates. In the absence of those, we have identified a wide range of  investments with varying levels of income objectives, risks, and complexity that we use in building portfolios to help provide income for your lifetime and help preserve your wealth for those important to you beyond.

Some products which may be appropriate for your strategies:

  • Diversified bonds, U.S. & global
  • Municipal bonds
  • Traded and non-traded real estate investment trusts (REITs)
  • Mortgage-backed securities
  • Dividend stocks
  • Annuities
  • Structured products
  • Preferred securities
  • Business development companies
  • Master Limited Partnerships (MLPs)

Low Volatility Strategy

With our low volatility strategy, we invest in high quality companies with stable cash flow and earnings growth and a narrower variance of returns, providing portfolio stability and the potential to outpace the broader market in an uncertain environment. Avoiding large swings helps preserve the initial investment and improves recovery from downturns. Investing in undervalued funds which may favor defensive sectors have the potential to generate higher yields, which may provide better than average absolute returns over the long-term. Our low volatility strategy is designed to provide a stronger risk-adjusted performance for clients seeking long-term growth who may not be able to stomach rollercoaster returns.

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Values Based Investing

A sustainable portfolio can provide more stable, long-term growth by holding companies to higher standards for corporate responsibility and conscientious business practices. Responsible investing can help you manage risk, mitigate volatility, and align your investments with your values.

Standard asset allocation and portfolio diversification testing is designed to mitigate risk factors from the broader market environment. In addition to analyzing your complete financial picture through these lenses, we focus on what’s most important to you and customize your investments to align with your values.

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The returns on a portfolio consisting primarily of Environmental, Social and Governance ("ESG") aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Asset allocation and diversification do not guarantee profit or protect against a loss. Past performance is no guarantee of future results.