Our Investment Management Process is...
Combining Modern portfolio theory and behavioral economics
A systemic process based on observed market behaviors
Changing valuations, volatility and correlations are continuously weighed against expectations
By leveraging a powerful, disciplined, and responsive investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to meet your investment objectives. While working with the Investment Committee, your Wealth Advisor builds out your portfolio and continually evaluates your portfolio in order to achieve your goals.
Set an investment objective commensurate with the client’s goals
Build a portfolio based on the principles of Modern Portfolio Theory
Maintain / rebalance with discipline and focus on costs
Studying and understanding the different phases of the business and economic cycle allows our firm to optimally position AlphaTilt Portfolios into FACTOR ETFs that have historically demonstrated superior performance characteristics during different phases of the economic cycle.