Our Investment Program

We follow a four step process to create, implement and manage an investment program appropriate for you. We begin by conducting an analysis of your current investments, financial goals, risk tolerance and time horizon to create a comprehensive picture of your financial situation. We then formalize an investment strategy appropriate for your needs and implement the strategy. Finally, we monitor the investment strategy and make adjustments as necessary so that your portfolio remains in alignment with your goals and risk preferences.

 

Organize

  

Formalize

  • Conduct analysis of current investment activities relative to future cash flow needs.
  • Establish objectives for risk and return.
  • Review legal constraints and fiduciary concerns. 
 
  • Prepare written Investment Policy Statement.
  • Analyze optimal asset allocation strategies.
  • Consider various manager structures.
  • Recommend overall investment strategy.
     

Implement

  

Monitor

  • Screen and select money managers and/or mutual funds.
  • Negotiate favorable account size minimums and fees with money managers.
  • Coordinate custody services. 
 
  • Provide ongoing supervision of investment program.
  • Rebalance asset classes.
  • Evaluate managers.
  • Evaluate and report performance quarterly.

Our Difference
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Alpha Generation


   

Investment Approach

We use a diversified, multi-manager approach, with low market correlation and employ alternative strategies in addition to classic stock or bond portfolios.

Hybrid Investing is similar to the multi-manager approach used by market-neutral and opportunistic hedge fund-of-funds.  However, by using mutual funds and other traditional, highly-liquid investment vehicles that employ hedge fund-like strategies, we hope to deliver to the investor a similar experience as a conservative hedge fund-of-funds in terms of absolute return, but absent many of the uncomfortable features of hedge funds.                                                                   
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Portfolio Design 
        Our 10 Point Integration Factors

  1. Investment Policy
  2. Asset Allocation
  3. Risk Management
  4. Beta Coefficients
  5. Historical Returns
  6. Duration and Convexity
  7. International Financial Markets
  8. Measuring Return on a Portfolio
  9. Performance Measurement and Attribution
  10. Due Diligence and Manager Selection

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