Dr. Rajeev Jain - Investment Support

Our approach to investing begins with an understanding of your specific financial needs, long-term goals, and investment preferences. With this foundation, we focus on the four controllable factors that drive long-term investment results:
Broad Diversification.
We follow a diversified investment strategy designed to provide you with exposure to long-term market growth while dampening the effects of market and asset volatility.
Intelligent Asset Allocation.
We allocate your capital across the core asset classes based on your specific objectives, risk tolerance, and the expected long-term behavior of the asset classes. We also make tactical adjustments to your allocations for specific market conditions and shifts in valuation.
Researched Asset & Manager Selection.
We thoroughly research the investment options for your portfolio, making our selections with a long-term perspective and a preference for tax and cost efficiency. As an independent investment advisor and broker-dealer, we are able to objectively choose the investment options for your portfolio strategy.
Disciplined Rebalancing.
We monitor your portfolio’s allocations and performance, rebalancing it as needed to maintain your long-term strategy. Institutional-Quality Investment Strategies We believe that adding alternative investments to a portfolio can provide, over time, equivalent or higher performance with less volatility. When appropriate, we complement clients’ core portfolios with alternative investments that are generally uncorrelated with the performance of the core portfolio holdings. Our extensive experience with alternative investments has shown us that they can provide an important return element by providing sources of risk and return that are not correlated with the equity markets. Some alternative investments are not liquid and all involve certain risks specific to the type, structure, and management of the investment. Their use within a given portfolio is based on the client’s particular needs, objectives, and risk tolerances.