A central tenet of successful wealth management is the commitment to build a long-term, trusting relationship with every client.
Kelly C. McKernan
We are active managers who believe in the importance of balancing tactical flexibility and tax efficiency. Managing active strategies allows our portfolio team to efficiently adjust to changing circumstances and take advantage of opportunities as financial markets and economic conditions evolve.
Rigorous fundamental analysis, complemented by macroeconomic and technical insights, create the foundation for informed investment decisions. Through qualitative insight and deep proprietary research, our team seeks to uncover attractive investment opportunities aligned with the goals of each portfolio strategy.
The Value of Liquidity
We believe liquidity creates an ability to realize value and efficiently adjust portfolios in dynamic markets. All our strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk.
From initial portfolio construction to ongoing management, our investment approach is deliberate, disciplined and dynamic. Our portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks.
We proactively monitor portfolios and rebalance investments based on evolving client objectives, security-specific outlooks, and our view of investment markets and global economies. Portfolio managers overseeing each investment strategy regularly engage with financial advisors and private clients, while leveraging integrated portfolio management systems that help ensure adherence to client and strategy guidelines.
Tax sensitivity is an important component of a well-rounded investment strategy. We customize and manage portfolios in a manner that seeks to create tax efficiencies at the individual account level, and use a variety of strategies and tools to help manage tax implications and enhance after-tax returns.