In broad outline, our strategy is to create portfolios of professionally managed accounts with two basic characteristics: (1) The blended long-term return of the portfolio would historically have gotten you (the client) where they need to go, with room to spare. Of course, past performance is no guarantee of future results. (2) My portfolios are constructed in such a way as to spread and balance the historical risks and volatility of the different kinds of investing we’re doing. The techniques are the ones used by:

 The largest pension plans in the country.

 Some of the most affluent individuals of this country.

 And rooted in the best academic traditions of this country.

Portfolios for long term goals.  Preparing For Your Future (Slide Show).

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