Portfolio Construction

How do we construct portfolios for our clients? It’s simple. We take a systematic approach!

What a Refrigerator Can Teach Us About Investing

For most of us, the refrigerator is a hugely valuable (if underappreciated) appliance. Like a refrigerator, a cooler is designed to keep items cold. However, it is portable and allows us to go to the beach, pool, or tailgate. Of course, thermally insulated cups are also portable and have become so popular that many car […]

Portfolio Construction and the Butterfly Effect

“A very small cause which escapes our notice determines a considerable effect that we cannot fail to see, and then we say the effect is due to chance.” – Jules Henri Poincaré (1854 – 1912) The “Butterfly Effect” is commonly referred to as the large unforeseen consequences that can occur due to a small event.  Over […]