Our Process - Formulate Investment Policy and Allocate Assets “We develop a written investment policy statement to serve as an operating plan for managing family assets.” In order to establish investment policy and develop an asset allocation strategy, we: Create a clear, detailed written investment policy outlining performance objectives for each segment of a family’s holdings. Establish a percentage allocation to asset classes based on risk and return guidelines defined by the investment policy. Identify appropriate investment strategies or styles within each asset class designed to minimize risk and enhance after-tax return. Diversify across uncorrelated asset classes and strategies. Select appropriate benchmarks to evaluate manager performance and create a blended benchmark to gauge the performance of the portfolio as a whole.