Strategic Asset Allocation

(~75%)

While this traditional asset allocation forms the foundation of our risk-managed strategies, it is just the starting point for us. Over many years we have developed and refined an investment philosophy that takes into consideration a nearer-term outlook and incorporates subsequent breakthroughs in both behavioral finance and risk management.

Traditional Asset Allocation Is Where We Start

Our Innovative Approach: Our Strategic - Tactical Combination

There are several challenges to the basic assumptions of traditional asset allocation modeling that we address as part of our process. To address these inherent shortcomings, we focus on a ~75%/25% combination for our 3- to 5- year strategic outlook and our 6- to 18-month tactical outlook.

Our Strategic Difference

Our strategic process is designed to overcome behavioral biases while dynamically managing allocations to reflect our outlook.

We designed this approach to provide more consistent risk-adjusted returns and give us more flexibility to manage risk in real time. This approach helps us allocate beyond the traditional style box.