A Chief Investment Officer is an overall asset manager that orchestrates and is accountable for an entire investment program from its design to its ongoing management. We serve as your CIO.
One of the most important and impactful duties of a Chief Investment Officer is to make asset allocation decisions. This is not a one-time event or even something that’s occasionally revisited. It’s ongoing and continuous.
We feel returns can be enhanced and risk reduced by making regular, forward-looking assessments of value and acting on these views by placing greater portfolio emphasis on fundamentally attractive assets and limiting or eliminating exposure to riskier assets. As your Chief Investment Officer, this is what we do and what we believe many other advisors leave out.