Investment management is the science of controlling and mitigating risk while seeking to optimize portfolio returns. There should always be a process to managing money, and a credible investment manager will always have a stringent investment philosophy with a disciplined and consistent process for evaluating risk.
Contrary to popular opinion, the stock market is not the only market in investment management. There are both international and domestic stocks, bonds, real estate, commodities, precious metals, cash equivalents, and other assets. Asset allocation refers to the unique mix of different investments that managers use to construct portfolios.
Different strategies and asset classes should complement each other within a portfolio, so that positive returns may be derived from a variety of economic and market scenarios. Our approach aims to succeed across the economic cycle as different portfolio elements perform better than others at each stage of the cycle