Investment Strategies


At Knightsgate Financial Advisors LLC, we develop investment strategies tailored to each client.  We focus on finding the most efficient ways to combine the best of passive investing strategies (low costs and tax efficiency) with the best of active investing strategies (providing precise exposure to different segments of the market).

Our goal is to maximize portfolio returns for a given level of risk, or minimize risk for a given level of expected portfolio returns.   We believe that a diversified portfolio is an integral part of delivering on this goal, but we do not limit diversification to asset classes; we believe that diversification between passive management and active management is a critical component of a holistic client portfolio as well.

In all cases, regardless of portfolio construction, investing in securities involves risk of loss that all clients must be prepared to bear.