Rethinking Balanced Portfolios
To deliver successful outcomes for investors, portfolio wealth must be managed to withstand unexpected market shocks.
Our research has identified why traditional balanced portfolios have typically failed investors:
A dynamic approach, utilizing balanced risk, is a new and better way to manage balanced portfolios.
High Net Worth Investors are Risk Averse
Investor Risk Tolerance
76% want to protect against loss.
Building Better Balanced Portfolios
Protecting against sharp market declines is the key to long-term success.
We build better portfolios, using balanced risk, to help your clients weather the downturns while still offering meaningful capital appreciation potential.
A Repeatable and Sustainable Investment Process
Our balanced risk approach is quantitative and disciplined. We trust our methodology because it objective, rules based, and tested.
Loss Aversion is our Primary Mission
Our research driven focus is to minimize the potential for capital loss.
We Adapt to Changing Market Conditions
If the risk environment is changing, we won’t hesitate to take action to protect capital.
Broad Diversification with Minimal Overlap
Our portfolios are constructed using carefully selected ETFs, which help us get exposure to many more positions in a cost efficient manner.