When we develop and manage your portfolio we employ a consistent, time-tested approach to ensure the investments chosen are right for you. Ongoing monitoring, risk management, and periodic rebalancing play a key role in the process. Adjustments are made as needed to work towards achieving the long-term objectives of the portfolio.
We identify asset classes for inclusion in your portfolio that produce broad diversification at a low cost using index tracking ETFs. Asset classes are selected carefully to minimize correlation between each other, thus minimizing short-term volatility while maximizing long-term performance.