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
This week we want to address the narrative of a US Dollar collapse. Last year the USD declined from 110 to 98 (an 11% decline in value versus the broad currency basket). This decline has a group of people warning of an imminent collapse in the US Dollar. We agree
This week we want to discuss the Venezuelan Oil Industry. Since the US strike on Venezuela, WTI oil prices are up about $2 (3.5%) to
This week we wanted to focus on an investment in your portfolio — our position in legacy RMBS. What exactly are legacy RMBS? Legacy Residential
© 2024 All Rights Reserved
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.
If you don’t know, today Gold (-10%), Silver (-27%) and Platinum (-18%) experienced a spectacular crash event. These were the largest single day price drops
© 2024 All Rights Reserved
