We provide Investment Management, referred to as Dynamic Portfolio Management (DPM) to individuals, businesses, financial advisors and institutions.A proactive approach enables us to position your portfolio for long-term growth and to quickly shift into a preservation strategy during uncertain economic conditions.
Our Investment Philosophy
We are accountable to you for our performance and believe the best way to control risk across portfolios is through broad diversification among asset classes, investment strategies and styles which are actively monitored and managed.
The Power Of Core & Satellite Investing
Stability, Opportunity, Flexibility
Our well-diversified investment portfolios are crafted using an actively managed “Core & Satellite” strategy which varies from traditional asset allocation models that were proven ineffective in the decade lasting from 2000-2010.
- Investment Philosophy (PDF)
- Dynamic Portfolio Management Program History (PDF)
- Investment Management Team
Fee-Based Investment Advisors since 1984
As a “Fee-Based Advice” client the guidance you receive is customized to your exact needs under one transparent annual “relationship fee” that covers all of our services. We do not charge by the hour, for phone calls or paperwork.
During the advisory process, we may recommend that you purchase insurance which is a commission- based industry. While you are free to compare and we are happy to advise you, if you purchase insurance through our firm a commission is involved.
As Connecticut Investment Advisors with offices in Hartford, New Haven and New London counties, your personal client relationship manager is supported by specialists with knowledge and deep experience in virtually every facet of investment management. Over the years we’ve developed strong relationships with professionals outside of our firm. Although we sometimes refer clients to each other, we do not receive compensation for these referrals.