FAQ Categories: Core Facts

  • What is the role of the benchmark?

    Benchmarks are used to evaluate how a strategy is performing over time relative to a broad market reference. Theyโ€™re not targets or products, and they donโ€™t determine how your portfolio is managed.

  • Are the strategies guaranteed to perform?

    No. While each strategy is designed with a specific objective and disciplined process, performance depends on market conditions and other factors. Strategies help create a structured approach to investing, but returns are never guaranteed.

  • Can multiple strategies be used in my account?

    Yes. Your portfolio manager may combine several strategies to ensure proper diversification and alignment with your objectives. You donโ€™t choose the mixโ€”our team makes those decisions on your behalf.

  • How are these strategies used in my portfolio?

    Strategies are used behind the scenes by your portfolio manager to guide asset allocation, risk management, and portfolio structure. Each one represents a disciplined investment approach applied as part of your overall investment plan.

  • Do I choose my own strategies?

    No. Your portfolio is constructed and managed by our investment team. We use a range of strategies internally to design a portfolio that aligns with your financial goals, risk tolerance, and time horizon. You do not select or manage strategies directly.