Paying Close Attention to Risk

We pride ourselves on implementing customized risk management attuned to your risk tolerance limits. Every client has a different appetite for risk and we fully delve into your risk profile to pro-actively manage downside risk.

One of the most effective tools in risk-management is position sizing.  It is tailored to create a risk reward strategy that suits your profile and to meet your objectives. It takes into account tolerable maximum drawdowns on your invested capital as well as your profit goals.Whether you are seeking capital preservation with above market returns or are seeking to invest aggressively to achieve a portfolio target, we employ a combination of low-risk ideas and various position sizing models to meet your stated targets.