provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients’ investment management needs.
Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.
We evaluate hundreds of global equity, fixed income, and alternative asset markets to determine their relative value and expected long-term returns. Capital is allocated to those markets with the most attractive risk-adjusted expected returns.
We understand that the losses experienced during severe market crashes can ruin a client’s financial plans and goals. We believe that preserving capital in these events is one way to achieve long-term success. Our investing approach gives us the flexibility to handle these risks and protect capital in these times.
Too often investment costs are high and opaque. We are a fee-only registered investment advisor and receive no compensation from third-parties. We always consider the costs to a client when selecting investments and, as a fiduciary, we are required to act in the best interest of the client.
Every week we send our Weekly Thoughts to clients, an email about investments and the world of finance
The Global Stock Market Index is down just over 3.5% this week. Why the sudden shift in momentum? Well, this week investors began to reassess their assumptions on the path of Fed rate cuts. Just three days ago, the Fed Funds Futures were pricing in a 25bps cut this month
This week we want to touch on two topics: first, the current stock market pullback and second, our recent shift in public fixed income holdings.
In the last few years there have been many economists and pundits arguing that we’ve entered a long era of rising interest rates. Recently James
provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients’ investment management needs.
Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.
We evaluate hundreds of global equity, fixed income, and alternative asset markets to determine their relative value and expected long-term returns. Capital is allocated to those markets with the most attractive risk-adjusted expected returns.
We understand that the losses experienced during severe market crashes can ruin a client’s financial plans and goals. We believe that preserving capital in these events is one way to achieve long-term success. Our investing approach gives us the flexibility to handle these risks and protect capital in these times.
Too often investment costs are high and opaque. We are a fee-only registered investment advisor and receive no compensation from third-parties. We always consider the costs to a client when selecting investments and, as a fiduciary, we are required to act in the best interest of the client.
Every week we send our Weekly Thoughts to clients, an email about investments and the world of finance.
Federal Reserve Chairman Jerome Powell delivered a speech in which he said the following: “The time has come for policy to adjust… The direction of
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