Our goal is to generate consistent absolute and relative portfolio performance. Our investment philosophy when it comes to asset allocation is to:

1. Protect capital in challenging markets.
2. Growth of principal with “moderate” levels of risk.
3. Achieve portfolio diversification between non-correlated asset classes.

Our thorough due diligence and in-depth research process allows us to discover and invest with the best-in-class managers in every asset class. Using Fidelity Investments as our custodian allows us to access thousands of different investments which enable us to form relationships with the third party investment managers and have access to their strategies. Rigorous ongoing due diligence is conducted and our customized “ranking system” helps us maintain continuing oversight.