OUR INVESTMENT PHILOSOPHY
Our investment philosophy is based on proven principles of Modern Portfolio Theory, Scientific Research, Proven Results and common sense based on 12 years experience.
Modern Portfolio Theory in essence means viewing investment results, investment return and volatility risk, in terms of all of your investments r combined into one portfolio. The idea here is that “the whole is greater than the sum of its parts” in the same way that an angel food cake is more and different from its individual ingredients. With this approach we have effictively conrolled our clients imvestment risk while maximizing their expected returns.
In addition to selecting a mix of investment assets that are correlated to be up when others are low so as to attaim more return for any given level of risk, our practice incorporates the field proven reseach of Fama and French who determined the source of 97% of market returns to guide us in selecting assets that are proven to capture nvestment returns that most others miss.
