A Partner with Proven Experience

Portfolio Management

Institutional Thinking for
Individual Investors

Individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Cindy's approach to managing client assets is rooted in the following core strengths:

Deep understanding.
Before any money is invested for a client, the client's goals, tolerance for risk, and time horizon are determined. These factors are then measured against Cindy's extensive knowledge of investments. Only then is asset allocation and diversification considered.

Disciplined portfolio construction.
Based on the specifics of each client's situation, exposure is provided to an appropriate mix of traditional and nontraditional assets. Diversification within each asset class – across sectors, industries, and countries – is also sought.

Rigorous oversight.
When implementing a client's investment strategy, a stringent process is utilized to screen top money managers, selecting one who meets the objectives established for that client. Once the appropriate manager has been chosen, Cindy provides ongoing oversight and make changes as appropriate.