Slide 1: Discovery

Slide 2: Compatibility

Slide 3: Onboarding

Slide 4: Deployment

Slide 5: Structuring

Slide 6: Integration

Slide 7: Guidance

Investment Discipline

We believe that patience and experience are most important to the long-term success of our portfolios. Our job is managing the risk of not reaching our client- families’ goals first and foremost. By focusing on planning, risks/amount of risk that we are willing to participate in, we try to control the outcomes of both, clients’ accumulation and distribution phase of life.

Our Investment Discipline follows these seven rules:

  • Long-term investment philosophy
  • Build durable portfolios with prudent asset allocation with sufficient diversification
  • Maintain the portfolio through market conditions with tactical adjustments respecting the cyclical nature of the markets
  • Stay true to fundamentals to minimize mistakes in order to improve chances of success
  • Make new investments by the set plan regardless of current market activity
  • Control the costs
  • Disregard the ego and always invest with client-family’s goals in mind