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Why Proper Analysis?

The Proper Analysis manages diversified portfolios that mimic multi-billion dollar pension, foundation, and endowment portfolios.  To do so, we apply the principles developed by Nobel prize-winning academics in a disciplined, consistent manner in order to achieve our client's goals without undue risk.

  • Experienced, Independent and Successful

    • Employee-owned, fee-based only adviser serving affluent individual investors
    • 18 years in business
    • Investment management responsibility for more than $250 million
    • Tactical asset allocation modeling
  • Client-Centric, Tax-Efficient Wealth Management

    • Develop personalized, comprehensive wealth management programs
    • Build customized, risk-averse, diversified portfolios
    • Emphasize management of tax consequences
    • Foster long-term multigenerational client relationships
  • Disciplined, Dedicated and Diversified

    • Institutional style asset allocation process applying Modern Portfolio Therapy
    • Cost-effective use of no-load mutual fund, ETFs and individual securities (via separate account managers)
    • Emphasis on risk management
  • Accessibility, Reliability and High-Touch Service

    • Manager of managers engaging multiple experienced specialists
    • Broad diversification including bonds (high quality and high yield), arbitrage, private equity securities, liquid real estate securities, U.S. stocks (including micro, growth and value caps), international stocks (mature and emerging markets) opportunistic and hedged strategies
    • Advice regarding tax considerations, retirement planning, estate planning, financial planning and philanthropic strategies