Active management and oversight is used on various levels for each portfolio including asset allocation decisions, selection and monitoring of holdings, and the rebalancing strategy. Research indicates that short-term market timing strategies rarely, if ever, generate consistent excess return, but more often actually increase the risk of loss. Therefore, we believe that a disciplined research and management approach applied over longer time periods can present opportunities for improved returns.
One of the key benefits of our investment solutions is our compensation structure. We do not receive any transactional compensation, but rather charge an advisory fee for our services. The fee is based on a percentage of your assets under management which aligns our interests with yours; to grow your portfolio value.