A new standard of portfolio management

As your trusted partner, we help you pursue your goals by constructing, managing, and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. The portfolio strategies we pursue are rules-based unique to The Boronkay Team, and they help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors- your goals, time horizon, and tax implications- to create a stronger portfolio tailored to you.

Our priority is to help you make informed financial decisions about the components of your portfolio. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.

There is a scientific concept called Statistical Prediction Rules (SPR’s) that offers value in portfolio construction. SPR’s provide evidence-based systems that leave out emotion and replaces it with objective judgment. By taking an approach that uses rules allows for rational decision making removed from the daily fluctuations of the market. In using SPR’s we may be confident that there are rationally designed processes in place that help achieve investment goals.

By using precise investment models that are based on clearly defined, repeatable rules, the models help eliminate the need for intuitive decision-making. To use a rowing analogy a coach may make forecasts taking into consideration; data on the time of the strokes, how height and weight impact performance, boat resistance, athlete physiology, and gauging how and where effort should be employed during races. Just as rowers and their coaches use this analysis, portfolio managers may also use SPR’s to navigate the dynamics of the markets.

Some of the benefits of using SPR’s in the investment realm are the scientific methods of making decisions, removing human led errors, and removing the emotional impact of market fluctuations. SPR’s allow portfolio managers to make effective predesigned decisions.