How Our Advisors Invest
We use what we call our “multiple manager strategy” that can include active and passive financial plan management. It is patterned after an active investment strategy long-used by investment managers of the world’s largest charitable foundations, universities, and corporate pension plans.
In this approach, your portfolio is divided among a number of active and passive financial planning strategies. The responsibility for each strategy is assigned to a mutual fund investment manager or exchange traded fund (ETF) who has met our proprietary Best-in-Class selection criteria. We have access to background and performance data from a large collection of commission-free mutual funds on thousands of managers, and we use this data to select the best investment for you. In this process, we place particular emphasis on the achievement of superior risk-adjusted returns over significant periods of time.