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