CUSTOMIZED PORTFOLIO

CUSTOMIZED PORTFOLIO CONSTRUCTION

New investments are carefully chosen after a rigorous vetting and extensive due-diligence process.  We work with undiscovered managers focused on various investment strategies, and a client can create a customized portfolio based on his/her investment mandate

STRATEGY, RISK, CORRELATION

CUSTOMIZED SOLUTION

TENETS OF PORTFOLIO CONSTRUCTION

At a client’s (or their adviser’s request), we have the capability to design a portfolio, customized to the specific needs, goals, and objectives of the client. 

What is an optimal portfolio?

1.  Maximizing the Sharpe ratio (risk adjusted returns)

2.  Adequate diversification

3.  Low correlation to other investments in the broader asset allocation plan