Investing
OUR PROCESS AND OUR PHILOSOPHIES
Our Approach
Gallimard Advisory Investment Team provides steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction. They focus on creating portfolio guidelines that are transparent and cover a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making.
Investment Team Objectives
Create portfolio guidelines that are transparent and cover a wide range of client goals
Focus on risk management and a consistent decision-making process
Monitor portfolios and employ rebalancing to keep risks in line
Maintain discipline and avoid emotional decision making
An investment strategy as personal as your life goals
Like your financial plan, your investment approach is personal. At Gallimard Advisory, our investment professionals are passionate about the financial markets, manager due diligence, and investment strategies. They work in lockstep with your advisor to develop a sound, highly-bespoke strategy that addresses portfolio performance, tax strategies, and risk tolerance to help you meet your life goals.
And while the portfolios we create for our clients are customized to their needs, our advisors and investment team are driven by a core set of tenets:
- Sufficient diversification is essential to limit investment risk
- Asset allocation is the key driver of long-term results
- Turnover should be kept to a minimum
- Investments must be considered with respect to the broader portfolio
- Passive strategies are an important component of keeping fees low and managing risk
- Straightforward, transparent, and liquid is better than “latest and greatest”
Discipline is key to our approach, which is why we don’t believe in chasing the latest market trends, “timing the market,” or terminating an asset manager for poor short-term performance.
Our Services
We begin with the understanding that we are not “all knowing,” and that we cannot precisely model the entirety of the investment universe. Knowing this, we utilize a flexible framework that blends the qualitative (our views) and the quantitative (modeling). The goal here is to achieve consistent returns while recognizing market risks.
Our dedicated expert trading team centralizes all trading activity for the firm. Many of our traders have decades of experience rebalancing portfolios and executing trades. Our trading systems allow us the flexibility to handle any desired portfolio customization and yet also the efficiency to scale our trading operations toward the best execution at our partner custodians.
Our cross-functional Risk Management team of highly experienced senior wealth management professionals meets regularly to review risks to clients and the firm. Areas of risk we discuss (and build projects to mitigate) include planning, trading, portfolio management, operations, compliance, business management, and marketing.
At Gallimard Advisors® we work with clients & institutions to align their investments with their values and mission. We believe Impact Investing is an investment decision-making process that includes the impact of a portfolio’s investments on People, Places, and the Planet.
If your RIA is seeking additional expertise and leverage, our Outsourced CIO solution was designed to provide key deliverables that free up advisors to spend more time with clients while keeping your firm connected to the ultimate investment process they employ.
