PORTFOLIO STUCTURE: Overview

Affluent investors who rely exclusively on traditional actively managed investment portfolios may find that they:

pay unnecessary fees because they use managers who ultimately do not outperform their benchmarks,

pay needless taxes because their managers focus on pre-tax returns, and/or

assume unnecessary risk because they are inadequately diversified.

Our "core and satellite" solution

To mitigate "active manager risk", we use the core and satellite investment structure used by many of the world's most sophisticated institutional investors and ultra-affluent families. This involves:

extensive risk profiling and individual investment policy development to craft the appropriate strategy,

anchoring the portfolio with a core comprised of index and enhanced index managers that seek asset class returns in a highly cost and tax effective manner,

tilting the equity component of the core to value and small company stock exposure in the pursuit of longer-term higher returns,

enhancing portfolio diversification and pursuing superior returns through a satellite comprised of carefully selected active and alternative investment managers, and

improving after-tax results through tax-aware asset mix planning, manager selection and rebalancing.

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