Investment Philosophy

Our investment philosophy is rooted in the belief that indexes are the most efficient way of capturing domestic equity returns and that a combination of indexing and active management yields the best results in international equities, as well as domestic and international fixed income asset classes.

Enhanced indexing: We utilize proprietary strategies to enhance the diversity of typical U.S equity indexes. Our strategy maintains exposure to all of the stocks in each index, but has the ability to modify the weight of each stock within the index as well as the allocation to the specific industry groups that comprise each index.

Depending on the client’s risk profile and specific needs as defined by their Investment Policy Statement, we will select an approach that maintains a market neutral asset allocation or one that increases or decreases various risks, while maintaining compliance with an overall asset allocation policy. This process is completely customizable for each client.