Successful investing is essential to sustaining the wealth needed to meet important life goals. This is easier said than done in today’s increasingly complex and often turbulent climate. Trying to accomplish this on your own with limited resources or with the help of an advisor who relies exclusively on traditional approaches may hinder your ability to achieve your goals, because successful investing requires three ingredients where traditional approaches often fall short: stability of return, downside protection, and ample opportunity for growth.
HoyleCohen offers a unique combination of traditional and special investment strategies for each client. We call this approach CorePlus. CorePlus is designed to deliver a more stable, inflation-beating return with less volatility and downside risk than a comparable stock/bond portfolio. It does this by integrating the best features of traditional approaches with strategies designed to provide additional stability, protection or opportunistic growth. We deploy a rigorous investment management and due diligence process to identify, approve, and monitor the strategies we use as part of our CorePlus investment platform. We use our scale to negotiate special terms for our clients.