Active Management.
Macro-Driven Strategy.
We believe in active management through tactical asset allocation — not chasing hot stocks or passive 60/40 style portfolios. Our framework focuses on the macroeconomic environment to build asset mixes that seek upside in any market while mitigating downside. As conditions change, our portfolios adjust.
The Four Quadrant Model
We utilize a four quadrant model to capture each distinct mix of growth and inflation — Recovery, Expansion, Peak, and Recession. Each of these regimes has historically proven better for different mixes of asset classes, as well as the segments within them.
Business Cycle Alignment
This model tends to align closely with the different phases of the typical business cycle. However, as each business cycle can be slightly different, our four quadrant model allows for greater flexibility to deal with any macro scenario that arises at any time.
Portfolio Construction
Each asset class has a general range we use in our portfolio construction, guided by our four quadrant model. To account for each client's differing profiles and risk tolerances, we set caps on the various asset buckets in each of our strategies to ensure an optimal portfolio for each client's specific needs.
Equity Selection
Within our equities bucket, we utilize a multifaceted system to highlight the best performing sectors and industries as a complement to our macro framework. Earnings, momentum, valuation and other components all come together to carve out the equity segments most likely to have the strongest performance.
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