Strategic Asset Allocation (SAA)

We design customized strategic allocation solutions based on your investment objectives, portfolio composition and forecasted market conditions. We have a group of highly motivated professionals who have decades of professional experience of satisfying our customers. We are proud of the continuance of many of our business affiliations and our history and ability of completing multiple business transactions with our private equity sponsors and management teams. Strategic asset allocation is an investment strategy focused on the needs of investors rather than constant tracking of the markets, and is thought to remove influence of emotion from investment strategies. This method establishes and adheres to a "base policy mix" - a proportional combination of assets based on expected rates of return for each asset class.