Our Structured investing approach is based on Nobel-prize-winning research; behavioral finance and 80 plus years of economic data. Structured investing is a prudent option for affluent investors wanting to try to grow and preserve their wealth in any market condition. Structured investing combines enhanced indexing strategies with a focus on risk management and a goal of building lower volatility portfolios that regularly beat their benchmarks. No strategy ensures a profit or guarantees against loss.
Structured Investing Client Newsletters
Winter 2009
Fall 2008
Summer 2008
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Structured Investing Strategy Reports
Breaking News: It's Not Different This Time
August 2008
This report looks at the economic ups and downs of the last 35 years, as seen through Time Magazine cover stories. It's all here, the 70s energy crisis, the problems banks experienced in the 80s, the tech bubble and more. Most of us lived through these events and, at the time, felt concerned, even scared. But in retrospect, each "crisis" now seems like a minor blip. With the crystal clarity of hindsight, it is easy to see that ignoring the noise and staying invested was a successful strategy.
The Power of Effective Diversification
June 2008
This report is designed to demonstrate the critical benefits of effective diversification in protecting a portfolio from large losses, which can have a devastating effect of long-term portfolio growth. The report reviews the loss and recovery of different market environments when U.S. stocks suffered significant declines, and examines the effects of traditional and structured investing diversification during those periods. While past performance is no guarantee of future results, since the early 1970s, a structurally-diversified portfolio improved the stability of the portfolio returns-decreasing volatility significantly-and advanced the long-term growth of the portfolio.
What is the Right Allocation to International Investments?
March 2008
This report is designed to help clients better understand the factors and considerations that are important in determining the right international allocation for their portfolios. Despite the heightened media focus on the weakness of the U.S. Dollar, the current direction of the currency market should not be a determining factor for international portfolio allocations.
Believe in Value and Small
January 2008
This report is designed to help clients better understand the long-term benefits of value and small stock investing, despite short-term market cycles. Every asset class falls victim to cyclical patterns. Over short periods of time, there is no question that value and small stocks have sometimes lagged their counterparts, but over the long haul, history indicates that value and small stock indexes remained the better performers.
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