Our investment style is called Structured Asset Class Investing. This is a very important distinction. It means that we are not simply indexers. Our objective is to capture the market return of a given asset class, while an index fund's primary goal is to track a published index.
Our methodology provides our clients with a number of advantages. There are long series of historical data for most asset classes that allow us to form reliable estimates of the risk of a given class and how closely the behavior of that class correlates with the behavior of other classes. We therefore can estimate the risk of different combinations of asset categories and find the overall portfolio strategy that best suits the individual goals and circumstances of our clients.
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