Investment Philosophy

We adamantly believe that wealth management must focus on building personalized client relationships while proffering advice and counsel that has firm quantitative underpinnings. As investment fiduciaries, all counsel and advice will always place client interests first and foremost. We also strongly believe that all counsel and advice can and should be based on quantitative rationale and analysis as this helps provide clarity to all investment and portfolio decisions. 

The founding of our firm is rooted in quantitative underpinnings, beginning with the algorithmic-based proprietary tool that Ron Matsui created in 2001 called EQUANT (Economic Quantitative Analytic Tool). This tool is designed to analyze a very broad range of economic and market data in order to help identify turning points in the economic and market cycles. Although our firm has been asked to make our EQUANT system available to others, as of yet our proprietary system is still not shared with any other firm or advisory practice. 

Regarding Portfolio Management, we firmly believe that active tactical management is the key to portfolio success. This perspective is heavily reliant upon making investment decisions based on quantitative analysis designed to weed out economic and market noise. In addition, our Portfolio Management perspective is squarely focused on providing total portfolio returns, which means a very wide range of investment opportunities remain open to our analysis. This may include global equities, global credit, derivatives, futures and alternative investments which may include illiquid alternatives if appropriate for a client portfolio. 

^Disclosures: 

^{Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost.  Investors should consider the tax consequences of moving positions more frequently.}

^{Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.}

^{Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.}