While many rival firms offer portfolio construction, we focus on staying ahead of the curve. We have a unique approach to asset allocation, built on Harry Markowitz’s Modern Portfolio Theory (MPT), yet addressing some of its shortcomings regarding risk. By understanding and diversifying the sources of risk, we believe investors can better reduce risks, such as insufficient liquidity and excess debt. 

In addition to having a unique approach, we are firmly committed to working with our clients to cultivate a global portfolio perspective. We provide materials, such as our capital markets overview and exposure reports, and other analytics aggregating at the portfolio level so that our clients can quickly grasp how the total portfolio is positioned, instead of just seeing how individual managers are performing.