Using modern portfolio theory as a basis for investing, we stress test portfolios over historical periods of time to determine how they would have weathered those periods of time. While historical returns are not indicative of future returns, we use these figures to determine what would have been the optimal portfolio based on past performance.* We also monitor world and economic conditions and suggest clients make appropriate changes to the modern portfolio theory, to protect their assets, when we feel it is appropriate..
*Past performances are not indicative of future performance. There are no guarantees in investing.