Our focus is listening, designing, implementing and executing portfolio strategies and provide solutions that manage risk and opportunity. Many firms claim to provide a high level of management but are unable to deliver due to the difficulty of providing a full suite of services and the operational challenges of deploying the strategies with proper controls and risk management. Within most advisory firms there are competitive forces that drive what work gets done. Advisors may wear different hats or hats that don't directly relate to the clients portfolio. Advisors juggle priorities and what gets done often is what is of the highest demand and not necessarily what has the most need.
It is easy to neglect portfolio management, investment operations and often difficult to manage risk as without proper signals, research, insight and control everything looks just fine until it is too late. We consider ourselves just as much a technology firm as a portfolio management or consulting firm as we use data around and in your business, portfolios along with specific research and insight to make decisions that work for you.
Another challenge many advisory and asset management firms face is costs. In order to manage your portfolio with the detail it requires, there needs to be a sustained investment in people, operations and technology. Many relegate the work to third party software and robot-platforms that treat all clients virtually the same with cookie cutter models. This creates inconsistent outcomes to client demands. We work face to face with our clients. Our portfolio strategist and consultants interact with our clients, manage data and relate with clients to create meaningful sustainable solutions. We are committed to the success of our clients.
Our leadership originates with these principles we hold: