top of page

Investments

Dovetail investment models utilize a “core and satellite” approach to generate risk-adjusted returns in accordance with our clients' long-term financial goals. Portfolios are structured to capture market beta through low-cost indexing strategies while seeking excess market returns through individual stock selection and various alternative investments. Portfolio risk can be minimized and controlled through option hedging strategies which can provide more consistent long-term returns and lower overall portfolio volatility.

bottom of page