Market Investments

Stocks, bonds, crypto, and forex — each with its own risk budget, none of them left to guesswork

We take direct, active positions across four asset classes. Every position is sized against a written allocation cap, so a strong quarter in one asset class never accidentally turns into an oversized bet.

STOCKS&P 5005,912.44▲ +0.62%
STOCKNASDAQ19,340.11▲ +0.88%
BONDUS 10Y Yield4.21%▼ -0.03%
BONDAggregate Bond Idx101.62▲ +0.11%
CRYPTOBTC/USD104,230▲ +2.14%
CRYPTOETH/USD3,842▲ +1.47%
FOREXEUR/USD1.0862▼ -0.18%
FOREXUSD/JPY152.34▲ +0.24%
STOCKDow Jones42,118.7▲ +0.41%
BONDMunicipal Bond Idx98.77▲ +0.06%
CRYPTOSOL/USD241.9▲ +3.62%
FOREXGBP/USD1.2705▲ +0.09%
STOCKS&P 5005,912.44▲ +0.62%
STOCKNASDAQ19,340.11▲ +0.88%
BONDUS 10Y Yield4.21%▼ -0.03%
BONDAggregate Bond Idx101.62▲ +0.11%
CRYPTOBTC/USD104,230▲ +2.14%
CRYPTOETH/USD3,842▲ +1.47%
FOREXEUR/USD1.0862▼ -0.18%
FOREXUSD/JPY152.34▲ +0.24%
STOCKDow Jones42,118.7▲ +0.41%
BONDMunicipal Bond Idx98.77▲ +0.06%
CRYPTOSOL/USD241.9▲ +3.62%
FOREXGBP/USD1.2705▲ +0.09%
Equities

Stocks

Core exposure sits in broad, low-cost index positions across US, developed, and emerging markets. A satellite sleeve, capped at a defined share of the equity allocation, holds individual names that pass our screening process for balance-sheet quality and valuation.

  • Core-satellite construction with explicit satellite cap
  • Sector and single-name concentration limits
  • Tax-loss harvesting on taxable positions
Fixed Income

Bonds

Laddered maturities across Treasuries, investment-grade corporates, and municipal bonds, sized to your tax bracket and near-term spending needs. Duration is managed against the interest-rate environment, not fixed at account opening and forgotten.

  • Treasury, corporate, and municipal bond ladders
  • Duration managed relative to the rate cycle
  • Munis prioritized for clients in higher tax brackets
Digital Assets

Crypto

A capped allocation to BTC, ETH, and a short list of screened large-cap digital assets. The cap is set in your Investment Policy Statement and enforced through rebalancing — a rally that pushes crypto above its target band triggers a trim, not a celebration.

  • Hard allocation cap, enforced by rebalancing rules
  • Custody through regulated third-party custodians
  • Limited to large-cap, liquid digital assets
Currency Markets

Forex

For households with cross-border income, property, or business exposure, we run currency overlays designed primarily to hedge existing exposure, with a small tactical sleeve for clients who specifically request active currency positioning.

  • Hedging-first approach to currency risk
  • Optional tactical sleeve for cross-border households
  • Reviewed alongside property and income exposure abroad
Discipline

How we keep one asset class from taking over the portfolio

Asset ClassTypical Target RangeRebalance Trigger
Equities (Stocks)35% – 65% of portfolio±5% from target band
Fixed Income (Bonds)20% – 45% of portfolio±5% from target band
Digital Assets (Crypto)0% – 10% of portfolioHard cap, trimmed on breach
Currency (Forex)Hedge-sized to exposureReviewed quarterly

Ranges shown are illustrative starting points and are adjusted to each client's Investment Policy Statement. Digital assets and currency positions carry elevated volatility and liquidity risk; allocation caps reduce but do not eliminate that risk. All investing involves risk, including loss of principal.

See how your current holdings map to these bands

Bring your existing positions and we'll show you where you're overweight, underweight, or simply unmanaged.

Book a Consultation