The way we manage assets is as unique as the person with whom we are working. At TBH, we partner with individuals, families, or businesses to manage assets according to a risk tolerance that is agreed upon by all parties through an Investment Policy Statement. When we sit down with clients we ask questions to determine how sensitive they are to certain risks, such as taxes, volatility, alternative investments and concentrations to name a few, then perform a risk assessment of their current portfolio. At a follow-up meeting, we make suggestions that are individually tailored to each client’s needs, and layout an action plan through our written 'Scopes and Services' plan. Then on a regular, recurring basis we meet to assess the portfolio, discuss current market conditions and make needed changes. Our partnerships with the largest investment banks on Wall Street give us relevant research at a boutique level. By focusing on downside risk, our unique process positions the client for superior long term results. This requires a continual process of Assessing Risk, Allocating Assets, and Adjusting to market conditions and the clients' needs.
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