We consider risk management one of the most important services that we offer our clients and as such we integrate it into the fabric of our investment philosophy.  Not only do we rely on traditional risk management methodologies that measures market returns, volatility and correlations, but we also incorporate newer, more dynamic, views of risk that account for the unpredictability of volatility and correlations and that help mitigate the impact of very unexpected events like the recent credit crisis.

As needed, we recommend tactical shifts within your portfolio in order to mitigate risk.  Furthermore, since asset allocation is not a one-time event we rebalance your portfolio on a regular schedule in order to enhance performance and reduce risk. Rebalancing is a management protocol in which, at the end of a certain period the amount of money in each asset class within your portfolio is brought back to a predetermined percentage of the total portfolio. By setting a pattern of rebalancing, you become accustomed to taking profits from winners and depositing them into investments poised for growth.

Finally, by relying on global FINRA/SIPC Insured institutions like TD Ameritrade Institutional we seek to ensure that your assets are as safe as possible from fraud, brokerage insolvency and other operational risks.