Investment Management

Responsible management of your wealth

INVESTMENT MANAGEMENT

Our consistent and enduring investment beliefs

There will continue to be bull and bear markets. These principles guide our portfolio design and investment decisions in all markets.

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Invest Globally

We look across the globe for opportunities

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Manage Risks

We seek to align the risk of investing with the opportunities for return

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Focused Diversification

We identify specific opportunities across various market segments

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Disciplined

We make careful decisions using a thorough process

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Multi-Style

We pair our investment approach with experienced managers in complementary disciplines

Global Capital Markets

The ever-changing dynamics within the global capital markets create investment opportunities and risks. All segments of the market exhibit trends, up and down, that may persist for a period of time. Investors must think carefully about what to own, what not to own and when either make the most sense.

Investment Strategies

We offer a wide range of investment strategies. Our advisors will work with you to design a portfolio that utilizes an appropriate strategy, or combination of strategies, to meet your personal objectives. This includes your preferences regarding levels of return you need to meet your goals, tax considerations, and the benefits of traditional and alternative investments, such as commodities, currencies and real estate.

Investment Strategies

We offer a wide range of investment strategies. Our advisors will work with you to design a portfolio that utilizes an appropriate strategy, or combination of strategies, to meet your personal objectives. This includes your preferences regarding levels of return you need to meet your goals, tax considerations, and the benefits of traditional and alternative investments, such as commodities, currencies and real estate.

Investment Management Team

Our dedicated team of investment professionals, including Chief Investment Officer James Ferrin, CFA and Portfolio Manager David Slegh, CFA, CAIA, is responsible for designing, developing and managing our investment strategies. They conduct in-depth research and rigorously select investments in ETFs and mutual funds that make sense for each strategy. They continuously monitor the global markets and evaluate our strategy holdings to decide when to take appropriate action. All of which helps give you confidence regarding the management of your money.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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Investment Management Team

Our dedicated team of investment professionals, including Chief Investment Officer James Ferrin, CFA and Portfolio Manager David Slegh, CFA, CAIA, is responsible for designing, developing and managing our investment strategies. They conduct in-depth research and rigorously select investments in ETFs and mutual funds that make sense for each strategy. They continuously monitor the global markets and evaluate our strategy holdings to decide when to take appropriate action. All of which helps give you confidence regarding the management of your money.

cfalogo_registered_digital_format

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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