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A balanced approach to growing and protecting your wealth
As balanced account managers, we utilize an absolute return philosophy, seeking lower volatility, fewer extreme outcomes and competitive returns over the long-term.
As such, we:
Strive for growth at a reasonable price.
Perform a rigorous risk/return analysis for each equity and fixed income investment.
Use research and personal contacts to take advantage of mispriced securities.
Adjust asset allocation levels when the risk/reward tradeoff turns unfavorable to preserve capital.
Over the years, our partners have seen almost every conceivable market condition — bull markets and bear markets, bubbles and crashes, recessions and expansions, and diverse political and tax-code environments. To each of these, we’ve responded nimbly, adjusting our investment style to suit market conditions while remaining true to our investment philosophy.