• Institutional
  • Individual

Portfolio Construction

Portfolio Construction

That is designed to generate attractive returns independent of macro outcomes and without “calling the market,” while considering macro factors at all times.
The implementation of an investment philosophy, within a disciplined structure, calls for a strategy which has proven itself over time. Our investment decision process utilizes fundamental and quantitative tools which provide guidelines for the allocation of assets between common stocks and bonds and assists us in determining growth rates for dividends, earnings and book values.


Portfolio Development, involves selecting financial instruments and structuring them in such a way as to realize the client’s goals and objectives. At this juncture, we take into consideration the client’s income needs, investment goals, risk tolerance, funding schedule and possible restrictions. Superior hedging, trading and portfolio construction enabled by timely evaluation of macro, idiosyncratic, market, and other risk factors/scenarios

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