While we tailor portfolio construction to the needs of each client, we adhere to these tenets when building an organization’s portfolio.
Meeting a client’s long-term return goal requires a meaningful allocation to equity, history’s highest returning asset class.
We use portfolio diversification to control risk and volatility through market cycles.
While passive investing is a sensible approach in highly efficient markets, we believe that disciplined active management in areas of market inefficiency can deliver excess returns.
Alternative investments are not distinct asset classes, but rather opportunity sets with a high degree of performance variability among managers. We believe alternative strategies provide a greater opportunity for outperformance for those with expansive networks and skill in manager selection.
In our 2024 Outlook, we outline four current issues that are impacting portfolios and offer our views on how these questions might influence our allocation strategy and the broader economic landscape.
The 16th oldest community foundation in the United States, the Winston-Salem Foundation partners with individuals and organizations to improve the quality of life in Forsyth County and beyond.
We are proud to announce that the firm has been recognized as a 2023 Best Place to Work in Money Management by Pensions & Investments.
Let’s start a conversation about how we can help.