One firm we work closely with is Symmetry Partners, a third party money manager that shares our BALANCED and diversified investment philosophy. By balanced, we mean a more consistent investment experience over time.
We approach investing as a planning process that takes into account the trends of many markets and conditions, rather than a reactionary style that responds to all whims of an individual market. This approach focuses on efficiency, strategic risk-taking and is based on academic research. Together, this translates to more balanced and well diversified portfolios best suited to the objectives of our clients.
Thus, our money management puts clients front and center. And although each has a different level of interest and concerns, we provide a full spectrum of investments and platforms to address those needs.
Of course, all investments involve the risk of a potential loss. Investors may receive less than the original amount. Before investing, clients are advised to consider their investment objectives and risk tolerance and the expenses associated with a particular investment.