Portfolio Management

When building out a portfolio our primary goal is to make sure our clients have the utmost confidence in their investments. The markets are known to have some sizeable swings, and we want our clients to remain calm and have trust in their portfolios. Investing is long-term and needs to be treated as such.

We believe asset allocation is just as important as the quality of holdings in the portfolio. Depending on how conservative or aggressive our clients are, asset allocation is key when creating an investment strategy. While diversification is important, we also believe it’s possible to be over-diversified. When this happens it is nearly impossible to generate alpha consistently. We focus on concentrated portfolios consisting of companies with proven track records and solid cash flow.