Our Portfolio Strategy is focused on how global economic factors impact the investments owned by our private clients. This knowledge is leveraged to achieve our primary goal of managing macro-level risks, positioning client portfolios at the appropriate level of exposure to specific return factors within the market. Through a dynamic approach to asset allocation we select the appropriate blend of asset classes to achieve each client’s unique investment goals.
Our Portfolio Strategy Overview Report below shows our current equity, high dividend, fixed income, and alternative strategy positioning. A neutral weight means at the middle of a client’s portfolio policy range and overweight means at the upper-end of a client’s policy range. The short-term outlook covers the next 6-12 months, while the long-term outlook covers the period one year ahead.
