In the latest installment of our Investment Committee video series, we respond to a client question about portfolio construction:  Are your portfolios more customized to each client or standard cookie-cutter?  This is great question that many investors may be wondering about.  In this short video, we start by addressing the centralization of our investment function and the specialized investment backgrounds and resources of our Investment Committee, which consists of Roger Hewins, John Bussel and Martha Post. Then we share a story that may change your initial reaction to our question. Finally, we wrap up with a deeper dive into how our overall investment approach is translated into client portfolios.

 

Have a question you’d like the Investment Committee to answer next?  Let us know – we’d love to hear from you!

Team Hewins, LLC (“Team Hewins”) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information contained within this letter is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Past performance is not a guarantee of future returns. It should not be assumed that diversification protects a portfolio from loss or that the diversification in a portfolio will produce profitable results. The opinions stated herein are as of the date of this letter and are subject to change. The information contained within this letter is compiled from sources Team Hewins believes to be reliable, but we cannot guarantee accuracy. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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