Today's markets are volatile in nature, to say the least. Although Cedar Brook believes in the long-term performance of the capital markets, we recommend that high-net-worth investors adopt a more proactive posture toward navigating these difficult markets. Financial Advisors at Cedar Brook favor an Institutional Asset Allocation representing a "smart money" approach to portfolio management. This is in reference to the manner in which major institutional investors (such as foundations, endowments and civic entities) have consistently outperformed the "average investor" due to their understanding, access, and commitment to true diversification across multiple asset classes*. The strategy entails a core/satellite approach, named thus because it's designed to use both core assets and specialist alternative investment managers designed to deliver the goal of consistent superior risk-adjusted performance. Our goal is to not only deliver "institutional" returns, but also to reduce overall market exposure for your investment dollars. Our clients have access to an array of specialist strategies designed to operate independently of any single money manager. These alternative investments may protect against market downturns and better diversify portfolios.
To read more about our investment philosophy, click here.
* Source: Dow Jones and Goldman Sachs Study 2005