Investment Research

Through LPL Financial and many top-line research based providers, we have access to a vast array of research about investments, markets and the economy.  Utilizing an open architecture, conflict-free investment platform, investments are selected based on rigorous and objective analysis.  Our intent is to source, evaluate and select the "best in class" investments, wherever they are to be found.  As such, we select from a wide range of domestic and foreign mutual funds, separately managed accounts, alternative investments and tax-deferred vehicles as illustrated below.

Range of Services and Vehicles

In selecting investments, we look carefully at a number of criteria including, but not limited to, those shown below.  Once an investment is selected for a portfolio, its performance is monitored daily.  Plus, we meet regularly to discuss our portfolio decisions in an Investment Committee Meeting.  If there are material changes to a specific investment, such as a manager leaving, we discuss the ramifications of that change and whether or not to keep it in our portfolio recommendations.   

Investment Manager Selection Criteria