Public investments are traditionally a large part of a clients’ overall net worth. Even if your focus is primarily private investments, or highly concentrated illiquid business interests, there is a place for public investments. We utilize research from a variety of sources to incorporate into our portfolio composition. Diversification and asset allocation are foundational elements of our public investment strategy. We utilize low fee vehicles including individual stocks, high float exchange traded funds (ETFs), individual bonds, and money market funds in our composition. Each of our portfolios is designed specifically for each client, we do not use models that are replicated throughout our business. While using a model strategy can make for efficient internal investment management, it does not allow enough flexibility and creativity to cater to each individual clients’ needs. As we work with a smaller set of clients, we have time to refine these recommendations, and executions.