We believe any investment process begins only by understanding a client’s investment goals and desired outcomes whether it be for an individual or family, financial advisor, or institution.

Eamon does this by spending significant time with each client in developing a long-term investment strategy. Just like markets move every day, client’s needs change over time and staying aligned with those changing needs is a core pillar in how we manage our investment process.

Once we understand a client's needs, we leverage a multifaceted approach to portfolio construction. We examine time horizon, liquidity needs, risk tolerance and special tax considerations to create a customized asset allocation for each portfolio and use it as a road map to guide where and how we invest over time. Leveraging Eamon’s extensive industry experience and access to portfolio managers, we are able to construct portfolios reflecting our investment thesis within the backdrop of the current market cycle.

We aim to implement client investment strategies, using only “style pure” managers with proven track records. Our proprietary screening methods center on objective evaluation with an emphasis on historical investment style and investment performance, relative to respective peers, over a 3- to 5-year time period. We believe this can translate to consistent, repeatable results for each of our client portfolios over the long-term.

After implementing an investment program, we then adjust allocations opportunistically based on key data indicators across the global economic landscape in combination with short/long term fluctuations in the financial markets. However, the strategic asset allocation is the ultimate determinant to any short-term tactical changes across portfolios.