Our Wealth Management Group serves the needs of families, foundations, and endowments. Whether it be managing risk, coordinating an investment strategy, or helping you think through other financial challenges, we will commit our resources in order to address your most important concerns and objectives.
Research has shown that certain characteristics within the stock and bond markets have been rewarded with higher returns over long periods of time. The overwhelming majority of an investment portfolio’s performance can be explained by an investor’s exposure to those characteristics, and portfolios can be structured along those dimensions of higher expected returns. Additionally, great value can be harvested through a patient, flexible approach to portfolio implementation. Taken together in an integrated process, research, portfolio design, and implementation are all areas of opportunity where TRB, seeks to add value over and above market benchmarks.
Public capital markets work
In liquid and competitive markets, security prices reflect available information about fundamental values and the aggregate risk and return expectations of all market participants. Consequently, active management strategies cannot consistently add value through security selection and market timing.
Risk and Reward Are Related
A portfolio’s performance will be driven by its asset class allocation, not security selection.
Diversification is essential
Diversification helps reduce uncertainty, manage risk, and increase the reliability of outcomes. Furthermore, diversification adds value by providing flexibility, which in turn allows for more effective management and trading of a portfolio.
Keeping costs as low as possible helps ensure that clients experience greater returns.