Investment Strategy

Portfolio management is not just a list of good investments. To be efficient and successful, each asset must be considered relative to all components of your portfolio. It then becomes more than the sum of its parts.

  • Portfolio Management

    • Nobel-Prize winning Modern Portfolio Theory
    • Diversification across asset classes and geographic regions
    • Regular rebalancing to enforce a “Buy Low, Sell High” principle
    • Reduced risk for a given return
    • Avoid the pitfalls of "Market Timing”
    • Access to all management styles
  • Active Management

    • Outsource Fund Managers for each segment of your portfolio
    • Quarterly Review of each Fund Manager’s results
    • Fund Managers that underperform or ignore our investment mandate are replaced
  • Passive Management

    • Proper portfolio construction using indexes
    • Due Diligence to ensure the indexes are properly mimicking their underlying markets
    • Portfolios for currency neutrality and minimal volatility
  • Socially Responsible Investing

    • Set benchmarks and thresholds for activities of social concern (ie environment and public health)
    • Seek companies that excel both financial and at meeting these benchmarks
    • Activist Shareholder on your behalf to ensure continued responsible activities
  • The usefulideas® advantage

    • Your portfolio is custom designed to support the needs of your complete financial plan
    • Risk is always minimized for the return required by your financial plan
    • Proper portfolio construction and due diligence across all investment styles
    • Transparency and Disclosure of all fees before implementation