Investment Services

Few investment managers have expertise across multiple strategies; therefore, we leverage our own expertise - especially in non-correlated alternatives - with that of other of other managers, often with whom a client might have an existing relationship, in order to build the optimum strategy.

No two clients' needs are ever alike. Our asset allocation model is individual to each client based not only on their risk profile but also their personal needs.

For each type of asset, we look for a number of "best in class" managers for each type of asset. We model the historical returns of each fund against their peers but and we optimize the asset allocation and utilize the appropriate tax strategies to ensure that the overall portfolio fulfils the target return and desired volatility to meet the unique situation of each client.

Investment Services© Nobuyuki Taguchi