Investment management is an important element of the endowment consulting, comprehensive personal wealth management and retirement plan services offerings at The Advisory Group. We tailor our investment management services to each client’s specific goals, with a focus on the management of risk that is consistent with each client’s overall strategic planning needs, rather than simply seeking the highest returns.
Our Investment Management Process
The Advisory Group believes in following well-designed and prudent processes to increase the probability and consistency of successful results. Using your goals as the driver, we make investment decisions following our 5-step design & investment process:
We also leverage the thinking of multiple qualified and experienced investment professionals from both our team and our partners at Callan Associates, a leading institutional research firm, through our Investment Committee which oversees all key steps in our investing process.
Our key drivers for crafting investment portfolios
We utilize multiple factors to craft our investment portfolios. The key drivers include:
● Strategic asset allocation rather than tactical (not market timing)
● Deep diversification for return optimization and risk control
● Active and passive for efficiency and capitalization diversification
● Investing for total return rather than focusing on income (dividends and interest)
● Rebalancing as risk control and return enhancer
● Tax-efficient investments, tax-loss harvesting and other strategies to reduce taxes
We implement client investment strategies with investment managers based on in-depth research, a partial quality bias to dampen volatility, and managers that utilize a disciplined process, to avoid excessive style drift.
Working with The Advisory Group
As fee-only financial advisors, we have a transparent cost structure and access lower-cost investments for the benefit of our clients. In addition, we are dedicated to ongoing education for our clients to help improve their outcomes.
The Advisory Group guides Endowment & Foundation fiduciaries, Personal Wealth clients and Retirement Plan fiduciaries, improving lives through financial advice.
