Investment Management
As everybody is at a different place on their journey, everybody’s portfolio is unique. We attempt to customize your portfolio in accordance with your risk tolerance and goals. Portfolio construction always involves a balance between a desire for high returns, safety and liquidity (ability to get your money when you need it.) We draw heavily on Modern Portfolio Theory which was developed by Harry Markowitz (1990 Nobel Prize winner.) More and more, we are employing techniques to decrease portfolio risk in these uncertain times.