Individual Services

We strongly believe that the active management of investment risk is key to long-term investment success.

Our approach to advising our clients is taken from the father of value investing, Benjamin Graham, who argued that “the main benefit of having a professional advisor is to protect the investor from costly mistakes, not best the averages.”

Thus, since investment risk cannot be eliminated due to many factors in our world, it must be effectively managed.  The minimization of investment risk lies at the top of our investment philosophy.

Strategies We Employ To Manage Investment Risk

  1. Strategic Asset Allocation*  We help to develop long-term investment strategies that will help you reach your financial goals with the least amount of risk.  This process includes allocating your money among various asset classes.
  2. Broad Diversification  A well diversified portfolio includes a strategic and tactical blending of various asset classes and investment management styles that meet investment goals and risk tolerances.

  3. Careful monitoring  We offer access to third-party, professional asset managers.  Among our principal responsibilities in assisting with your investment portfolio is to strive to help educate our clients to make well thought out decisions regarding their investment objectives.

It is important to recognize that investment management strategies cannot control investment return because no one controls the market.  Effective investment management strategies can help to mitigate certain types of risk.