Investment Management
Long-Term Investing
For individual clients, we believe that once you allocate money to meet your lifestyle needs and expected expenses, the rest should be managed with a long-term perspective with low trading activity and modest to low costs depending on your situation.
For corporate, charitable institutions, or other institutional clients, we can manage a mandate or asset allocation in the same low turnover, low-cost style. For full discretion accounts, we manage the funds in the same manner with an 8-16 year time horizon and a US-centric equity portfolio. Clients can choose from a moderate, moderate-aggressive, and aggressive allocation. The portfolios can be skewed to meet income needs or account growth targets.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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