We recognize the importance of establishing portfolios using disciplined risk-management principles. Each client portfolio is evaluated for its blend of asset classes, appropriate diversification, and sector and investment style. Depending on your situation, we can suggest strategies to help hedge, monetize or diversify concentrated equity positions. These factors play an important role in optimizing the risk/reward parameters for each client. Only after these overall evaluations are made and broad strategies are identified will portfolios be implemented. Once the portfolio is in place, we will maintain ongoing performance monitoring. This enables us to rebalance assets and remain focused on achieving your stated objective.