Our Core Investment Principles

The goal of our Endowment Investment Philosophy is to support the current and future generations of our clients.  We believe that most clients are best served by a strategic asset allocation approach employing a diverse group of asset classes, including alternative investments. Therefore, a strategic approach employing multiple asset classes seeking to reduce overall portfolio volatility and generate better risk-adjusted returns at a reduced cost is the best solution for the core portfolio.

Within the core concept of our Endowment Investment Philosophy, we use the following principles to build customized portfolios for our clients:

I. Keep total investment costs low

II. Build tax-efficient portfolios

III. Earn high real returns

IV. Partner with exceptional managers

V. Maintain a bias for value

VI. Think contrarian

VII. Think long term

VIII. Concentrate investments when appropriate

IX. Use tactical strategies as satellite investments