In this whitepaper, we describe a total portfolio solution—a comprehensive approach to building resilient investment portfolios for individual investors.
Modern portfolio theory (MPT) tell us it is possible to construct optimal portfolios offering the maximum possible expected return for a given level of risk. We believe it is important to emphasize that risk is an inherent part of higher reward. You can’t get something for nothing, the saying goes. The price for higher returns is greater risk. However, we believe investors can mitigate risk by sticking to a common-sense discipline.