Developing a portfolio is still
as much an art as it is a science.

Our approach to portfolio design and money manager selection is conducted on a forward-looking basis. While anyone can sift through performance records, our process is focused on understanding whether a fund manager’s design, strategy, and approach will add value in the future. While many quantitative and qualitative measures may be employed to assess performance, at Innovest, the judgment of our investment professionals is paramount.

Diversification

• Diversification is key to capital preservation
• Proper asset allocation and diversification can reduce investment risk
• Portfolios designed with a faulty investment premise can limit success

Strategy

• Market inefficiencies can be exploited with active management
• Utilize only proven strategies and managers
• Expenses and taxes should be minimized

Implementation

• Proper benchmarking is key to performance evaluation
• Consistent managers perform better in the long run
• Risk management is integral at every step and on every level