A Portfolio to Maximize Opportunities, Based on Your Priorities for Risk and Return
Making stocks, bonds, cash and alternative investments work to greatest advantage requires a disciplined yet opportunity-rich plan, broadly diversified to reduce risk. With Waypoint, it begins with an investment framework shaped to your risk tolerances and needs.
The resulting investment portfolio draws from a broad range of asset classes with securities managed by the most accomplished talent available. Our research staff constantly monitors the entire universe of fund and separate account managers to ensure client portfolios are optimally structured.
On the importance of working with high-quality partners: "Real estate investors invoke the mantra 'location, location, location.' Investors seeking an active manager should focus on 'people, people, people'." --- Pioneering Portfolio Management by David Swensen, CIO, Yale University Fixed income management
Central to every decision in our investment process is a healthy appreciation of the up and downsides to risk. The key to success is knowing when the trade-off of risk for gain is prudent and when it is not, knowing how to combine risk exposures for optimal performance and, most importantly, knowing how to recognize the potential for too much down-side risk.
Careful Outsourcing to Money Managers Puts Best Talents into Play
Proactive Management Nets Rewards