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Investment Consulting

Investment portfolio construction is dynamic, thoughtful and disciplined.

Our asset allocation framework is forward looking. A “top-down” evaluation begins the process, uncovering the most attractive themes available. Themes shift over time as innovation, demographics, market perception and prices change.

Investment selection centers on identifying companies that meet our business, industry and valuation criteria. Examination is both qualitative and quantitative, emphasizing the probability of gain, how returns are generated and potential loss.

Our methodology promotes responsiveness to changes in the economy and financial markets. We monitor portfolios in light of macroeconomic factors, investment cycles, company specific trends and other elements that may impact client goal achievement.

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