CORE - Satellite Strategy

This strategy aims to achieve consistent market like performance while also retaining an opportunity to capture occasional out-performance when possible. With this strategy the bulk of the portfolio is comprised of “core” holdings that tend to mirror the broad equity and fixed income markets. When establishing these positions we focus on reducing costs and seeking consistent performance with minimal surprises. We’ll then seek performance opportunities and additional portfolio diversification by careful screening for selective actively managed accounts and or key individual securities, ideally with low correlations to the broad markets. Rebalancing the aggregate portfolio is always important, thus meeting to review progress periodically is key to keeping things on track and to take advantage of opportunities as they may arise. This strategy can work particularly well for investors seeking income with moderate growth, growth with income, or long term capital appreciation.

Carve-Out Strategy

Investing involves risk including potential loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.