Walden’s Balanced and Multi-Asset strategies seek to provide our clients superior investment returns with lower risk when compared to the appropriate benchmark. Our investment approach combines tactical asset allocation with our actively managed equity and fixed income strategies. Consideration of environmental, social, and governance (ESG) factors is integral to our approach to identifying higher quality securities.
Investment portfolios are broadly diversified with exposure across market capitalizations, sectors, and geographies, and can be customized to suit each client’s circumstances. Our low portfolio turnover supports tax efficiency in taxable accounts. Portfolios are routinely monitored to ensure investments remain in line with our current assessment of economic and market conditions, as well as our clients’ investment guidelines.