• Investment Management
• Reducing Volatility
• Endowment Style Approach
• Your Customized Asset Allocation
• Creative Strategies
• Access to DFA Funds
• >> Financial Planning

Home > What we do > Investment management > Your customized asset allocation

A correctly designed asset allocation provides diversification. Our portfolios include a variety of asset classes, including domestic stocks and bonds, global stocks and bonds, hedging strategies, commodities, real estate and private equity. Within those asset classes, we employ world class managers to create a diversified portfolio of public securities, and in some cases, private partnerships. We blend these asset classes to reduce volatility while targeting returns that meet your individual goals.

Rebalancing

Market forces will shift the weightings of holdings in your portfolio.  If not corrected, over time the portfolio's composition could materially deviate from the intended allocation and result in a portfolio that is too risky or too conservative.  We will regularly review your asset allocation and rebalance holdings that have gotten away from your target allocation.