Salient’s investment strategy is based in modern portfolio theory, and combines approaches that are both proven and innovative.
We first gain a comprehensive understanding of the client’s existing portfolio, investment objectives, and risk tolerances. This enables development of a thoughtful capital allocation plan that integrates our own superior proprietary global investment solutions with exceptional third-party talent.
Our strategy is focused on delivering consistent returns in both difficult and strong markets. More specifically, it is designed to:
- Support a consistent distribution policy;
- Preserve and build asset value; and
- Provide effective risk management
Our team of investment professionals works to build ongoing, rewarding partnerships with the individuals and institutions we serve.