Portfolio Construction
Customized
- Each client is unique and not forced to a model portfolio
- Goals-based portfolio construction
- Financial tax and estate planning objectives are paramount
Disciplined
- Traditional fundamental analysis
- Slight contrarian bent
- Portfolio comprised of 30-40 equity holdings
- Manage risk actively
Unconstrained
- Value and growth
- Global view
Maximizing After-Tax Returns
- Thoughtful portfolio transition
- Tax-aware — harvest losses
- Low portfolio turnover