Investment Management
Allocation Strategy
At Cross Creek Financial we utilize the underpinnings of modern portfolio theory to develop strategic asset allocation models. Our objective is then to act as an Overlay Manager by providing dynamic asset allocation for enhanced long-term portfolio risk adjusted returns. Control active risk relative to our investment policy statement or strategic allocation. We focus on security selection that will bring alpha and low tracking error to our policy statement objectives. Added value is captured by dependent research, fund manager's selection and fundamentally weighted indexes, fixed income analysis and the use of exchanged traded funds.
Improving your objective to optimally allocate risk among different portfolios is critical. Our decision component process around asset allocation and investment management selection allows us to develop a strategy that is specific to your portfolio policy and keeping risk management in focus. One of the ways we accomplish this task is thru a unified account management structure. Included below are a few of the many benefits of our asset allocation overlay approach.
- Increased customization/personalization of client accounts
- Tax optimization of client accounts through continuous tax lot management and tax loss harvesting
- Access to models from managers that have been through Cross Creek Financials stringent due diligence process
- Ability to incorporate proprietary management services
- Coordinated management across multiple asset classes
- Continuous monitoring and management of wash sale activities