True "Asset Class" Diversification

With a "True Asset Class" Diversification approach, we see that there are three main paths (active equities management, Alternative Investments, and active fixed-income managment) to investment success that are blended into the "Bike Path" outcome.  This allows us as a firm to have a target total annual return that most financial advisors, large and small, could only wish for since 2007, and are hesitant to predict as a "reasonable rate of return" going forward.

Our approach is to put as many "legs" in your financial table, which are comprised of a variety of Alternative Investment Strategies that have minimal or zero correlation with what takes place on Wall Street.

In the area of Active Management - which is where the portfolio "bookends" of ITS Asset Management and Hanlon Investment Management reside, we see an emphasis on Capital Preservation with 100% liquidity, with a secondary emphasis on Growth and Appreciation, and minimal correlation to the broad market indices due to the active management strategies that are utilized.

In the area of Alternative Investments, there is similar emphasis on Capital Preservation, with a focus on Tangible Real Assets, which have minimal to zero correlation to the equities markets.  These assets put a high priority on Cash Flow over Growth, where the nature of the assets themselves provide a potential hedge against inflation.

These approaches have served our clients well since 2007, as our clients have benefited from not being subject to the high levels of emotion that typically accompanies the high levels of volatility in traditional investment portfolios.