An Independent Practice
Prudently aligning risk with reward
Most investors view risk in terms of market volatility or how much their portfolio and specific holdings fluctuate over a given time frame. Our advisors believe that market volatility is normal and to be expected. We also believe that risk is managed with time and a disciplined quantitative rebalancing strategy designed to harvest that volatility.
Most important, we manage risk by carefully determining each client's specific time horizon, comfort level with various types of risk and market volatility. We do this to create customized portfolio allocations to align with those expectations.
Rebalancing does not guarantee a profit nor protect against loss.
Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.