Disciplined Process
Our Investment Committee ensures that we have the appropriate processes and procedures needed to support our investment process. We have a clearly stated and structured investment philosophy and the Committee's objective is to ensure our actions are aligned with our philosophy. The Committee is involved in all aspects of asset allocation, tactical allocation and product selection. We believe successfully implementing these three areas is the best way to ensure clients meet their financial objectives.
The Committee operates under the following guidelines:
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Ensures the firm is following our investment philosophy
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Evaluates global markets and economic activity looking for opportunities
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Follows formal procedures for manager selection and manager termination
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Reviews investment performance to ensure we are adding value
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