I believe that investment management is a theory and not an exact science. I believe the most important part of investment management is not necessarily trying to pick the best investment strategy but to pick a proven strategy and have the discipline to maintain that strategy.
The proven investment strategy used is strategic asset allocation utilizing a core and satellite approach. This means I typically use passively-managed index and exchange-traded funds as the core investments. Then I will add either actively-managed funds, individual equity and fixed income securities, or a specific sector overweight where I believe there are greater opportunities to make a difference.
Portfolios are globally diversified across different asset classes. This strategy is based on Modern Portfolio Theory and I believe it will ultimately help my clients reach their goals while taking on what I feel are appropriate and acceptable risks.