It is your North Star that will guide the development and management of your portfolio.

We focus our attention at the intersection of the things that are important and the things that you can control. We often see people who are focused solely on outcomes (investment performance). While important, investment performance is the least controllable variable.

We use the principles of asset allocation to guide our process. Getting the asset allocation right depends on paying attention to the short-term and long-term needs of our clients.

We follow an institutional consulting process on behalf of our clients. Planning is an ongoing process. It starts over again as soon as the ink is dry. Having a better planning process should lead to better outcomes.