Portfolio Management


Regular Portfolio Reviews

Asset Allocation Determination

Time Horizon & Risk Tolerance Assessment

Portfolio Monitoring & Rebalancing

Review of Investments Held Outside the Firm

Asset Location & Tax Management

Cresco Investment Committee

Tax Efficient Investment Solutions

Behavioral Investing

Risk vs Return

Fundamentally, there are two ways to manage money. Those who manage from a Risk perspective and those who manage from a Return perspective.

When managing from a return perspective, you tend to be retroactive in thought and fail to avoid future headwinds.

When managing from a risk perspective, you tend to be proactive to the things that may come your way and be better prepared.

We manage from a Risk perspective. It allows us to maintain that proactive approach while eliminating fixation on a particular bias.

Investment Style

We take a ‘top down’ Global investment approach.

We first analyze the various geographic regions, asset classes, then Sectors of the economy and their relation to appropriate benchmarks and indicators.

Then we decide on how to ‘weight’ these allocations in the construction of our portfolio.

For fixed income, we rely on the expertise of the worlds largest Bond managers in a steady, sustainable actively managed bond portfolio.

Cresco Investment Committee

Steady growth

Well capitalized dividend paying companies

Pristine balance sheets

Proven, sustainable and scalable track records

Identify the most efficient way to hold the securities

Round table analysis of Economic indicators, trends & forecasts

Recommendations from committee members

Recommendations challenged by each member

Vote: Only decisions that are unanimous are implemented

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