Portfolio Strategies & Methodologies

But now, by saying what his future was going to be like, he had created it.  A plan is a real thing, and things projected are experienced.  A plan once made and visualized becomes a reality along with other realities – never to be destroyed but easily to be attacked. Thus Kino’s future was real, but having set it up, other forces were set up to destroy it, and this he knew, so that he had to prepare to meet the at­tack. - John Steinbeck, The Pearl

The essence of effective portfolio management is the proper matching of the portfolio to the needs and objectives of the owner (our clients).  Critical elements include provision of cash flow, diversification, tax efficiency and cost control.  The traditional portfolio model generally consists of two elements - equities (stocks) and fixed income (bonds).  We intentionally complicate matters by extending our model portfolios to include a third element of volatility management.  Call or come see us and we'll walk you through the details of this three "bucket" approach.