Investment Management Philosophy
We design portfolios to reduce volatility while enhancing expected return, in an effort to maximize the benefits of investment compounding. Key components of this investment philosophy include:
- Delivering institutional-quality investment solutions customized to the objectives of each individual client
- Establishing a thoughtful, forward-looking asset allocation for the long-term
- Constructing well-diversified portfolios using a core-satellite approach
- Rationalizing active management fees through use of tax-enhanced passive strategies
- Prudently employing alternative or non-traditional investments
- Portfolio management for after-tax returns
Investment Management Platform
The Kanaly Trust investment platform is truly open, offering best-in-class investment solutions designed to meet client wealth objectives.
- Comprehensive suite of unique investment solutions and strategies
- Well-researched, unique investment managers that are typically not available on other platforms
- No conflicts of interest: as advisor, Kanaly sits on the same side of the table with the client
- Tools for quantifying and illustrating risk
- Data aggregation and comprehensive performance reporting
- Complete fee disclosure
Investment Management Process
Kanaly’s investment process is designed to protect capital, allowing it to grow at a reasonable rate which will exceed inflation and consumption needs, without taking undue risk.
- Develop an investment plan including risk tolerance, time horizon, tax status, cash flow needs, terminal value goals.
- Construct asset allocation models that maximize expected return for a given level of risk, and select a portfolio expected to meet the client’s wealth objectives
- Apply a rigorous manager selection process with a goal of identifying managers who consistently perform better than respective benchmarks (net of fees) without taking unjustifiable risk
- Once implemented, closely monitor all of a client’s invested assets and regularly prepare comprehensive performance reports
