We remain humble about our ability to pick winners, thus we favor portfolios that are widely diversified to global asset classes. Long term, we know that appropriate diversification provides the best odds for reaching client goals.
Daintree’s investment committee follows the proven discipline of regular rebalancing along with an analysis of the fair value of asset classes in order to make tactical shifts.
Portfolio construction is based upon extensive diligence around style and manager choice, and informed by tax effects, transaction costs, and asset location.
Our advisors work with clients to determine asset allocation only after in-depth conversations about goals and risk, combined with appropriate planning, and resulting in individualized Investment Policy Statements.
The objectives of our clients are our performance benchmarks. We offer clients consolidated reporting so that they can track their assets and their performance across all their holdings, providing online access to information about their progress in meeting their goals.