BLISSS stands for the six key facets of our investment strategy.
B = Below average expenses.
We know that lower expenses have a direct correlation to better investment performance, as investment advisors we're looking for managers who charge less. We also know that certain managers bring so much alpha (value) that we choose to pay a little more, but this is a conscious choice based on the manager's strategies, chosen asset class, and long-term record.
L = Long-term record.
We want to hire managers with a strong and consistent long-term record. We will review closely the manager's performance in all types of market, bear and bull, to determine the consistency of returns.
I = In-the-trenches management.
We are attracted to managers who are experienced and who have seen a number of market cycles.
S = Strategy.
We believe in modern portfolio theory with tactical enhancements for our clients. Thus, all investments must satisfy a certain chosen objective.
S = Suitable to our client's goals.
Just as a pilot runs through his checklist before every flight, we will make sure your portfolio is aligned with your objectives.
S = Stewards over their clients' assets.
Over the years, we have found that the most shareholder-friendly companies have delivered superior returns and honest assessments of investment performance year in and year out. Just as our clients invest with our firm because they trust us, we feel a lot more comfortable with companies that we trust.
39533 Woodward Avenue Suite 305 Bloomfield Hills, MI 48304 Phone: 248-731-7729