SOME INVESTMENT MANAGERS TALK ABOUT WHAT THEY HAVE DONE FOR YOU, WE WANT TO TALK ABOUT WHAT WE WILL DO FOR YOU.
Our Unique Approach
DYNAMIC ASSET ALLOCATION
A portfolio management strategy that adjusts
the mix of asset classes to respond to current
market conditions to potentially take advantage
of opportunities and help dampen volatility.
INDEPENDENT
As a privately owned investment management firm, we focus on individual client needs, not on proprietary investment products. We only utilize the best-of-breed third-party managers.
ACTIVE VS.
PASSIVE
Our portfolio construction and investment due diligence is not limited to a single school of thought. Instead, we carefully consider the merits of each approach by asset class.
Enhanced Core Portfolios
Built with best-in-class mutual funds and ETFs, carefully chosen to match our asset class and investment thesis.
SIA Enhanced Core Portfolios use a combination of Active, Indexed, and Smart Beta funds, backed by academic research, to deliver an optimized solution for each asset class.
A
Active
Investing that allows fund managers to overweight / underweight companies based off their convictions.
I
Indexed
Index based investing often provides the broadest and most cost-effective exposure to a given asset class.
S
Smart Beta
Investing that provides a mix of Indexed and Active management.