Strategic Portfolio Series
Our Strategic Portfolio Series provide a foundation-building approach for every investor, and are engineered to capture the return of the broad markets while controlling risks.
The “strategies” in this series cover a wide spectrum of potential long-term returns where we calculate and evaluate the risk associated with each investing choice.
Each strategy reflects a scientific application of Modern Portfolio Theory (MPT) tailored to meet the objectives of each investor.
With a solid strategic foundation in place, we implement tactical investment decisions aimed at enhancing returns.
Examples of risk controlled tactical decision points include:
Equity Portfolio Series
Our approach to equity investments is focused and disciplined offering three distinct portfolio strategies with different levels of risks and potential returns.
The Global Dividend Portfolio invests in US and non-US companies that have a history of paying above average dividends. The investment process focuses on dividend growth, quality, and low-volatility in stock selection.
The Global Opportunity Portfolio is comprised of 40-50 stocks which fall fall into 3 baskets, making up the overall portfolio: growth, value, and unique opportunity. The investment process relies on quantitative models that emphasize profitability, valuation, and technical factors.
The Large Cap Value Portfolio invests in US companies that we believe are trading below their long-term intrinsic value. The portfolio's investment process has been developed over the past 20 years, using a combination of quantitative and fundamental analysis with a focus on valuation, profitability, and technical factors.