Our investment style matches your goals
All your investments are not created equal. Think about it: You probably have a more vested interest in maintaining your lifestyle than buying a vacation home. So why would you create a single portfolio with one set of risk measures? We take the best of modern portfolio theory and apply it to each of your goals.
We have partnered with SEI and our multi-portfolio construction assures that each goal (preservation and/or aspirational) is assigned its own risk tolerance, time horizon and return target. To better achieve results, the SEI portfolio is constructed to meet individual cash requirements, manage portfolio volatility and optimize tax efficacy.
And we track each portfolio metric relative to each of your goals, as well as to the market. It measures real progress, and the implications of that are profound.
Why it changes everything
When your portfolios are focused on achieving goals, you have more opportunity to:
- Generate excess capital beyond investment returns
- Have more reliable income distributions to meet expenses or charitable distributions
- Make better decisions using better portfolio data and goals-based metrics (like maximum draw down and distribution targets)
- Ward off emotional reactions to market downturns