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Investment Management

Our Approach

Our investment strategies and solutions incorporate the past experiences of both David and Erik from the mid to late 1990’s and also include a modern data driven quantitative approach.  This process driven approach starts with global diversification, which is accomplished by investing in multiple asset classes—global stocks, global bonds, commodities, etc.—and multiple strategies.  We then apply proprietary quantitative analysis to identify risk-management and trading opportunities as market conditions change. 

Our first priority is helping you take care of yourself and your family. That is why our clients' portfolios are designed to fit their unique needs, risk tolerances and specific goals.  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.  Put our 60 years of experience to work for you.

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Process Driven

The markets generate more data now than ever. We try our best to find applicable ways to measure this data and make meaningful and actionable observations. When we identify an observation, it is then tested to determine it's possible edge and appropriateness for a portfolio.

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Global Opportunities

Markets are interconnected. Global stocks, bonds, and commodities are the foundation of our clients’ portfolios. Responsiveness to global macroeconomic developments is critical when making tactical adjustments to global portfolios. We look for investment opportunities wherever they exist. Global exposure can provide diversified returns when markets are volatile.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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