Institutional Thinking for Individual Investors
Our Core Pillars to Institutional Thinking
We believe that individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:
Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.
Disciplined portfolio construction. Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class—across sectors, industries, and countries.
Rigorous oversight. When implementing a client’s investment strategy, we use a stringent process to screen investment opportunities in the market, selecting investments that meets the objectives established for that client. Once the appropriate investments have been made, we provide ongoing oversight and make changes as appropriate.
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Understand your goals. Together, we define your needs, goals, and risk profile.
Create a plan. We determine the appropriate allocation of assets to realize your particular objectives.
Craft your portfolio. We identify the specific investments that align with and support your strategy.
Stay on course. We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as needed.
Dustin is a Chartered Financial Analyst, Chartered Alternative Investment Analyst & Chartered Retirement Planning Counselor charterholder. Dustin has a Master of Finance and Bachelor of Science in International Business.
In our firms ADV 2A Brochure, located here: