Our unique ResearchEdge® process is the framework within which we assess, select and monitor all securities in the portfolios we manage. The first step is a top-down survey of global economic and financial developments that forms the basis for our strategic outlook. That outlook guides the initial allocations of client assets. We then apply rigorous bottom-up methodology, which includes various quantitative screens and thorough due diligence, to identify securities and mutual funds that conform to predetermined risk/return parameters. Portfolios are then globally allocated across asset classes and industry sectors with the aim of optimizing returns over time, while attenuating risk and volatility.

ResearchEdge® Process is a registered service mark of R. W. Rogé & Company, Inc., all rights reserved.