Strategic Investment Management

Strategic Investment Management focuses on aligning your portfolio with your goals, risk tolerance, and timeline, using a thoughtful process designed to adapt as markets and life change.

Disciplined investing built on diversification and perspective

Investment management at Boerum Hill Financial Advisors is designed to provide structure, discipline, and perspective. We help create portfolios that balance opportunity with risk management, guided by four key principles: define your long-term mix, align investments with your goals, diversify across asset classes, and stay patient through cycles.

We believe in the science of investing. Markets generally price securities well, risk and return are connected, and diversification is essential. Our clients also gain access to respected institutional fund managers, including Dimensional Fund Advisors, available through select fee-only advisors.

We don’t time markets, pick stocks, or chase trends. Instead, we design evidence-based portfolios, implement them with discipline, and provide ongoing monitoring and rebalancing.The outcome is an approach that is objective, transparent, and tied directly to your broader financial plan.

Schedule a conversation to see how disciplined investing can support your long-term goals.

Portfolio Analysis and Design
We review your existing portfolio, evaluate its alignment with your goals, and design a diversified strategy that reflects your objectives, time horizon, and comfort with market fluctuations.
Risk Evaluation
Understanding your risk tolerance is essential. We help you identify how much risk feels manageable, then shape an investment approach designed to balance opportunity with the discipline you can sustain.
Diversification Strategies
Diversification is a cornerstone of our philosophy. We spread investments across asset classes and sectors, helping to reduce concentrated risks and bring greater balance to portfolio performance across market cycles.
Ongoing Oversight
Portfolios are not static. We provide continuous monitoring, regular reviews, and rebalancing as needed, ensuring your investment strategy adapts to evolving goals and market conditions over time.

"Finance is not merely about making money. It's about achieving our deep goals and protecting the fruits of our labor."

— Robert J. Schiller

A Wise Investment Strategy is Governed by Four Important Truths

(Charles D. Ellis)

Choose Your Long-Term Asset Mix

The most important decision is your choice of long-term mix of assets—stocks, real estate, bonds, or cash.

Align Asset Mix With Purpose

Asset mix should be determined by your purpose for the money, when it will be used, and your ability to stay the course.

Diversify Across Investments

Diversification within each class and among asset classes matters. Bad things happen, and spreading investments helps manage those risks.

Practice Patience and Persistence

Being patient and holding to the plan is essential. Good results often come in spurts, not in a smooth line.

Our Investment Portfolio Design, Implementation, Reporting and Monitoring Process

— A —

Understand YOU

YOUR needs, constraints, and unique circumstances. We define YOUR investment risk tolerance and evaluate your current position/s.

— B —

Define YOUR Expectations

Establish YOUR investment objective and a frame of reference regarding investment performance.

— C —

Portfolio Management

Design your portfolio and prepare an investment policy statement. Implement the investment strategy. Report and monitor performance and re-balance the portfolio as necessary.