Fund Selection Process

Specialty managers will be used for diversification of equity style.  Depending on the size of the allocation, these managers will be allocated funds in a separate account for individual security selection or through an institutional class mutual fund or exchange traded fund. 

Our multi-style, multi-manager diversification limits risk by spreading assets across top-rated money managers with different investment approaches. Our investment philosophy is to structure a long-term portfolio that outperforms traditional, actively managed portfolios with the same-or lower-level of risk. Through extensive research and close partnership with you, we identify the best combination of stocks, bonds, and specialty managers for your investment objectives.