Broker Check

Portfolio Construction

Taking You Beyond Basic Diversification

We focus on a tailored, strategic allocation for our clients. Your portfolio will be designed around our proven Core-Satellite approach.

Stability within the “Core”

The principle behind the Core portion of our approach is to invest the majority of your investable assets into equity and fixed income classes. Core allocation can represent between 80-90% of the overall portfolio. This includes a broad makeup of mutual funds and exchange-traded funds (ETFs), individual investments, and world-class money management platforms.

Opportunity in the “Satellite”

This portion of your portfolio provides the opportunity to pursue other asset classes that are not correlated to the traditional equity and fixed income markets – such as managed futures, real estate and other alternative investments. Typically, the satellite allocation is only a small portion of your overall investment portfolio.

With the Core/Satellite approach, you can enjoy greater diversification with a broader selection of securities – along with less exposure to the performance fluctuations of single investments. You also can employ greater risk control with consistent returns and a lower level of volatility. All of this helps you maintain long-term return while lowering overall portfolio risk.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.