Our Model Portfolio Approach

We use a portfolio construction method designed to minimize costs, tax liability and volatility while providing the opportunity to outperform the broader stock market as a whole.

The core of the portfolio generally consists of passive investments that track major market indices, such as the S&P 500 or the NASDAQ 100. Additional positions, called satellites, are added to the portfolio in the form of actively managed investments.

We utilize several allocation models based on specific risk tolerances and investment objectives, regularly adjusting for changes in goals and market conditions.